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.

About

Bashir Shbaita is an IRS Enrolled Agent (EA), CPA Candidate, and QuickBooks Certified ProAdvisor with an extensive academic and professional background in taxation and economics. Holding both a Bachelor’s and a Master’s degree in Economics, Bashir leverages his deep financial expertise to minimize tax liabilities and ensure regulatory compliance for a diverse clientele. As an Enrolled Agent, he possesses unrestricted rights to represent taxpayers before the Internal Revenue Service, providing dedicated advocacy and strategic resolution for audits, appeals, and complex tax controversies.

With a robust corporate background, Bashir has accumulated over four years of professional tax preparation and advisory experience at H&R Block, followed by specialized seasonal tenures as a tax expert for leading industry platforms TurboTax and TaxAct. His broad areas of practice encompass individual tax optimization, fiduciary services for estate and trust filings, and comprehensive corporate taxation for small businesses, partnerships, and S-Corporations. Currently expanding his professional qualifications as a CPA candidate, Bashir continuously advances his strategic capabilities to provide high-level tax planning and financial advisory services.

In addition to his primary specialization in taxation, Bashir holds Advanced QuickBooks ProAdvisor certifications (Levels 1 & 2). This accounting infrastructure allows him to deliver precise, reliable bookkeeping support, ensuring that client financial records are meticulously organized, compliant, and structurally optimized ahead of tax deadlines. Bashir’s overarching mission is to transform complex tax and financial challenges into clear, stress-free, and highly strategic outcomes, providing personalized guidance that helps every client achieve financial security and peace of mind.

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.

Contact Us

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

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