EXPERT TAX PREPARATION & PLANNING SERVICES

Navigating the complexities of tax preparation and planning requires expert guidance to ensure compliance and maximize efficiencies. Our team of seasoned professionals is dedicated to delivering accurate and strategic tax solutions tailored to your unique financial goals.

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About

Bashir Shbaita is an IRS Enrolled Agent (EA) with a Bachelor’s and Master’s degree in Economics and over four years of professional experience at H&R Block. As an EA, Bashir is licensed to represent clients before the IRS and specializes in individual, small business, partnership, and S-Corp taxation, as well as estate and trust filings.

Bashir’s primary focus is tax preparation, planning, and IRS representation, helping clients minimize their tax burden while maintaining compliance.

In addition to his tax services, Bashir is a QuickBooks Certified Bookkeeper and ProAdvisor (Levels 1 & 2). While taxation is his main specialty, these credentials allow him to provide clients with accurate and reliable bookkeeping support, ensuring financial records are well-organized and ready for tax time.

 Bashir’s mission is to make taxes and finances clear, stress-free, and strategic, providing personalized solutions and dependable guidance for every client.

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TAX SERVICES

  • • Federal & state return preparation

    • Multi-state and prior-year returns

    • Amended returns

    • Tax planning strategies

    • IRS representation (audits, notices, tax debt help)

  • • S-Corp, C-Corp, Partnership & LLC filings

    • Sole Proprietor (Schedule C) returns

    • Estate & Trust tax preparation

    • Payroll tax compliance & filings

    • Sales tax registration & filing

    • Year-round tax advisory

  • • IRS and state notice resolution

    • Installment agreements & payment plans

    • Penalty abatement requests

    • Full IRS representation rights as an EA

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BOOKKEEPING SERVICES

• Monthly transaction categorization

• Bank & credit card reconciliations

• Accounts payable (bills & vendors)

• Accounts receivable (invoicing & collections)

• Expense tracking & management

• Catch-up & clean-up bookkeeping

• Bookkeeping system setup for new businesses

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ACCOUNTING & ADVISORY SERVICES

  • • QuickBooks setup (Online & Desktop)

    • File clean-up & troubleshooting

    • Ongoing QuickBooks training & support

    • Customized financial reports & dashboards

  • • Payroll setup & processing

    • W-2 & 1099 preparation

    • Quarterly & annual payroll filings

  • • Profit & Loss Statements

    • Balance Sheets

    • Cash Flow Reports

    • Budgeting & forecasting

    • Business advisory for growth & planning

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WHO WE SERVE

• Individuals & Families

• Self-Employed & Freelancers

• Small Business Owners

• Contractors & Consultants

• Real Estate Investors & Landlords

• Partnerships & Corporations

• Gig Workers (Uber, Lyft, DoorDash, etc.)

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SCHEDULE A CONSULTATION

Maximize your financial potential by scheduling an appointment with our experienced tax professionals today. Our personalized tax preparation and planning services ensure compliance and optimize your returns, giving you peace of mind.

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Contact Us

Please provide your information, and we will contact you soon. We look forward to connecting with you.

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