Expert Financial Services

Financial Services Overview

Comprehensive financial solutions tailored for individuals and businesses to achieve their financial goals effectively.

Tax Preparation Help

At Professional Tax Solution, we have been dedicated to providing comprehensive financial services since 2000. Our experienced team focuses on accuracy and efficiency, ensuring that every aspect of your financial needs is meticulously handled. We understand the complexities of the tax landscape and strive to maximize your returns, allowing you to keep more of what you earn. With a personalized approach, we work closely with you to identify and achieve your unique financial goals. Whether you are an individual or a business, our expertise equips you with the tools and strategies necessary for financial success. Trust Professional Tax Solution to guide you through the intricacies of finance, so you can focus on what truly matters: your future.

Business Consulting Services

At our company, we specialize in offering comprehensive business finance consulting tailored specifically for startups. Our skilled professionals are dedicated to navigating the complexities of finance, ensuring that your business receives the expert guidance it needs. From bookkeeping to payroll services, we provide customized solutions designed to foster growth and enhance your financial well-being. We understand that every business is unique, and our approach is to create strategies that align with your specific goals and challenges. Let us help you streamline your financial processes and set your business on a path to success. Trust our expertise to support you in building a strong financial foundation for your company.

At our office, we specialize in IRS representation services designed to assist you with various tax challenges. Whether you need help with unfiled income tax returns, penalty removal or reduction, or navigating offers in compromise, our team is ready to support you. We also handle payment plans, financial hardship plans, and wage garnishment or bank levy releases, as well as audits and IRS appeals. We offer a confidential consultation at no charge, either in person or via Zoom, where we listen to your concerns and provide clear answers to your questions. Our experts will explain your options, suggest tailored solutions, and provide you with a written estimate of our fees to help you achieve a permanent resolution to your IRS difficulties. Let us be your trusted partner in overcoming these financial hurdles.

Tax Resolution

We believe in taking time to search for all Deductions, Itemizations, Credits, and Expenses for our clients that work hard and may be entitled to. Our system works because we ask tough questions about your past and your future, this method helps us to go deep into your finances to find your tax liabilities.

Our Skilled Team Of Experts

American Opportunity Tax Credit

The American opportunity tax credit (AOTC) is a credit for qualified education expenses paid for an eligible student for the first four years of higher education. You can get a maximum annual credit of $2,500 per eligible student. If the credit brings the amount of tax you owe to zero, you can have 40 percent of any remaining amount of the credit (up to $1,000) refunded to you.

Energy Efficient Home Improvements

If you installed qualifying exterior windows/doors, skylights, insulation materials and more, or purchased a new furnace, hot water heater, or central air conditioner you may be eligible for this tax break. The credit limit is up to $1,200 per taxpayer per year with a $600 per item cap on most types of property. Plus there’s a higher credit limit of up to $2,000 for heat pumps, heat pump water heaters, and biomass fuel stoves.

Earned Income and AGI Amounts

The maximum AGI, investment income and

credit amounts for tax year 2024

$59,899 ($66,819 if Married Filing Jointly)

with three or more qualifying children

$55,786 ($62,688 if Married Filing Jointly)

with two qualifying children

$49,284 ($56,004 if Married Filing Jointly)

with one qualifying child

$18,591 ($25,511 if Married Filing Jointly)

with no qualifying child

The maximum amount of credit:

No qualifying children: $632

1 qualifying child: $4,213

2 qualifying children: $6,960

3 or more qualifying children: $7,830