Tax
Personal Income tax
We have professionals that have years of training to assist individual taxpayers to file forms necessary with individual income tax returns in the areas of agriculture (Schedule F), rentals (Schedule E), oil/gas (Schedule E or C), investments income (Schedule B or D), pension income, and small business income (Schedule C). When large gifts are given, A&G Consultants can assist taxpayers in determining whether a gift tax return (Form 709) is necessary and assist in preparation and filing of forms.
Business Income tax
We provide tax services to businesses that have been formed as entities as well, such as partnerships (Form 1065), LLC’s (Form 1065), C corporations (Form 1120), and S corporations (Form 1120S).
Preparation of a Fiduciary Return
Fiduciary filings involve completing and filing the required income tax return for estates or trusts, form 1041. The return reports income earned by the estate or trust, allowable deductions, distributions to beneficiaries, and any resulting tax liability. These returns can be for a decedent’s estate in probate or for a trust.
Not for Profit tax
Not for profit organizations can engage our services for annual filing of Form 990, 990-EZ or 990PF.
Tax Planning
A&G Consultants offers tax planning to all of our individual and business tax clients. Tax planning can be done several times per year to determine estimated tax payments or just at year end. Clients will meet with a tax advisor to go through the current year’s tax situation and discuss options available under current laws.
Estate Tax Return
Filing of Form 706 required to report the value of a deceased person’s estate to the tax authorities. It details all assets (such as real estate, bank accounts, investments, and business interests), liabilities, deductions, and transfers to beneficiaries. The return determines whether estate taxes are owed and ensures compliance with federal estate tax laws.
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