Experience Stress Free Tax Preparation
The Bluefin CPA group guarantees clients are formally represented before federal and state departments. Our experts regularly help clients with information gathering, accurate record preparation, and review all necessary documentation to ensure a proper and stress-free return. With tax laws changing constantly, we like to be proactive with our customers to help provide the best experience possible. Our team identifies crucial tax planning strategies to ensure customers minimize their current and future tax liabilities. Bluefin CPA allows clients to talk with a professional at any given time.
Personal Returns 1040
We prepare federal US tax returns and state tax returns for all 43 tax-collecting states.
Unfiled & Amended Returns
Unfiled Returns: You would be surprised how many people have unfiled returns from the past 10 years. Sure, there will be penalties and interest, but we can bring you in compliance. IRS offers affordable installment agreements to satisfy unpaid taxes.
Amended Returns: Did you make a mistake on your return? Don’t stress. We can correct it by filing an amended tax return.
Self Employment
Do you own a small business? We are the right firm for you to help with your taxes throughout the year. Whatever your needs are, whether it be estimated payments or planning, we have you covered. However, we follow IRS Guidelines in taking deductions and recognizing income, making sure you get every tax break and credit.
Real Estate Rental Owners
Concerned about long-term or short-term Capital Gains? We guide you throughout your investment to make sure you pay the minimum legal tax possible.
What is Tax Planning?
Gathering and investigating all items that will be reported on your tax return then analyzing them to find ways to reduce your liability. All sources of income are taken into consideration along with deductions to determine the least amount of legal tax to be paid.
The following source documents are included in our planning strategies.
From start to finish our team works through each line item to provide a prompt and accurate tax return.
- Wages and salary
- W2’s
- Investment Income
- 1099-DIV
- 1099-INT
- 1099-B
- Retirement income
- SSA-1099
- 1099-R
- Schedule E
- Rental Income
- Self-employment income
- 1099-NEC
- 1099-K
- Business Income
- K-1
- Itemized Deductions
- Medical expenses
- Real estate taxes
- Mortgage interest
- Charitable contributions
- Education Expenses
- 1099-Q
- 1098-T
Benefits of working with a tax professional
Bluefin CPA takes pride in offering the best service. One of the best benefits of working with a specialist is the absence of stress. Our tax preparer works one-on-one with clients to tackle the tax season.
In addition to stress, we also help find ways to utilize credits and deductions to help save you some money. The agencies create these opportunities to try and reduce your tax liability. Especially after the pandemic, tax laws and regulations have been consistently changing. With these changes, our team keeps up to date by further educating themselves as the laws progressively change over time.
E-filing
Are you trying to find the best software to file a return? We got you covered. We now offer E-filing through our software programs. With just a click of a button, you know your return is getting to the right place, saving you the hassle of worrying if your return will get lost in transit and guaranteeing a much faster refund.
Taking Action
With deadlines coming up, are you feeling overwhelmed? Well, forget the hassle. Bluefin CPA is here to help. Our team offers virtual appointments via Calendly, or you are welcome to visit us at the office. At every step of the process, you are guided by a specialist to ensure the most accurate and reliable fillings. Once we receive an inquiry, we will promptly connect you with an associate as soon as possible.
Do you need tax advice year-round?
Individuals with complicated returns or high net worth must make estimated quarterly payments. We highly recommend working with an expert year-round to help prepare statements to limit the chances of any surprises when filing your tax return.