BUSINESS TAX SERVICES
INDIVIDUAL TAX SERVICES
At SJ Associates, we provide personalized tax solutions tailored to your needs. From tax preparation to strategic planning, our team ensures accuracy, compliance, and peace of mind.
TAX SERVICES
We handle federal, state, and local tax filings for all business entity types — including sole proprietorships, partnerships, LLCs, S corporations, and C corporations. Our team ensures accurate reporting, timely submissions, and full compliance, reducing your risk of penalties or audits.
Tax success starts with smart planning. We work with you throughout the year to develop proactive strategies that minimize tax liability, align with your business goals, and take advantage of available credits, deductions, and deferrals.
Navigating state and local sales tax laws can be overwhelming — especially with multi-state operations. We help businesses understand their sales tax obligations, register where required, and file accurate, timely returns to maintain compliance.
Payroll taxes are complex and ever-changing. We provide full payroll tax support — from calculating withholdings to filing returns and resolving notices. Whether you process payroll in-house or through a provider, we help ensure compliance and avoid costly errors.
For S corps, partnerships, and LLCs, the Pass-Through Entity Tax (PTET) can offer significant benefits — especially in states with SALT (State and Local Tax) cap workarounds. We assess your eligibility, file election forms, and calculate the impact on both the business and its owners.
-
Business owners often face unique challenges when transferring wealth. We offer integrated planning for estates, trusts, and gifts — helping you reduce taxes, preserve value, and transition assets smoothly across generations or business successors.
-
Offering employee benefits? We help you structure and maintain tax-advantaged retirement plans and benefit programs that attract talent and reduce tax liability. We help employers stay compliant with federal reporting requirements for employee benefit plans.
Nonprofits face distinct tax requirements. We assist with Form 990 preparation, donor acknowledgment compliance, UBIT (Unrelated Business Income Tax), and state-level filings. Our team ensures your organization remains tax-compliant while focusing on your mission.
Facing an IRS or state audit? We provide expert representation and advocacy. From responding to notices to preparing documentation and negotiating resolutions, we handle all communication with taxing authorities to protect your business and your rights
We handle everything from straightforward 1040 filings to complex multi-state and international returns. Our tax professionals ensure your return is filed accurately on time, and optimized for deductions and credits — so you never pay more than you owe.
Avoid surprises in April with strategic, year-round tax planning. We help you make informed decisions that reduce your future tax liability—whether you're managing investments, adjusting withholdings, planning a major purchase, or preparing for major life events like marriage, divorce or retirement.
With ongoing changes to tax laws, including updates around Tip Income and Overtime Income advantages, it’s more important than ever to keep complete and accurate records. We meet with our clients regularly throughout the year to ensure we have the right information at the right time to help maximize every available benefit.
High income often comes with complex tax scenarios. We specialize in helping high-net-worth individuals navigate investments, multiple income sources, real estate holdings, and charitable contributions — all while minimizing tax exposure and ensuring IRS compliance.
High income often comes with complex tax scenarios. We specialize in helping high-net-worth individuals navigate investments, multiple income sources, real estate holdings, and charitable contributions — all while minimizing tax exposure and ensuring IRS compliance.
We provide specialized tax planning and compliance services to help individuals, families, and fiduciaries navigate the complexities of estate, trust, and gift taxation with confidence, clarity, and care.
Being your own boss has tax advantages — if managed correctly. We help self-employed individuals and gig workers navigate estimated taxes, business deductions, self-employment tax, and record-keeping to maximize income and stay compliant.
From education credits to child tax credits, we ensure you claim every benefit available for your family. We’ll guide you through the details of deductions for dependents, tuition, childcare, and adoption — turning life’s big moments into tax savings.
Whether you're planning for retirement or already enjoying it, we help you structure withdrawals, manage RMDs (Required Minimum Distributions), and reduce taxes on Social Security, pensions, and IRAs. Tax-efficient retirement planning can make a big difference over time.