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 4 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.

The amount of the credit is 100 percent of the first $2,000 of qualified education expenses you paid for each eligible student and 25 percent of the next $2,000 of qualified education expenses you paid for that student.

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 amount of the credit you can take is a percentage of the total improvement expenses in the year of installation:

• 2022: 30%, up to a lifetime maximum of $500

• 2023 through 2032: 30%, up to a maximum of $1,200 (heat pumps, biomass stoves and boilers have a separate annual credit limit of $2,000), no lifetime limit

Changes under the One, Big, Beautiful Bill

The tax year 2026 adjustments described below generally apply to tax returns filed in 2027. The tax items for tax year 2026 of greatest interest to most taxpayers include the following dollar amounts:

• Standard Deduction. For tax year 2026, the standard deduction increases to $32,200 for married couples filing jointly. For single taxpayers and married individuals filing separately, the standard deduction rises to $16,100 for tax year 2026, and for heads of households, the standard deduction will be $24,150.

(Additionally, for tax year 2025, the OBBB raises the standard deduction amount to $31,500 for married couples filing jointly. For single taxpayers and married individuals filing separately, the standard deduction for 2025 is $15,750, and for heads of households, the standard deduction is $23,625.)

• Marginal Rates: For tax year 2026, the top tax rate remains 37% for individual single taxpayers with incomes greater than $640,600 ($768,700 for married couples filing jointly). The other rates are:

35% for incomes over $256,225 ($512,450 for married couples filing jointly);
32% for incomes over $201,775 ($403,550 for married couples filing jointly);
24% for incomes over $105,700 ($211,400 for married couples filing jointly);
22% for incomes over $50,400 ($100,800 for married couples filing jointly);
12% for incomes over $12,400 ($24,800 for married couples filing jointly).

The lowest rate is 10% for incomes of single individuals with incomes of $12,400 or less ($24,800 for married couples filing jointly).

• Alternative Minimum Tax Exemption Amounts. For tax year 2026, the exemption amount for unmarried individuals is $90,100 and begins to phase out at $500,000 ($140,200 for married couples filing jointly for whom the exemption begins to phase out at $1,000,000).

• Estate Tax Credits. Estates of decedents who die during 2026 have a basic exclusion amount of $15,000,000, up from a total of $13,990,000 for estates of decedents who died in 2025.

• Adoption Credits. The maximum credit allowed for adoptions for tax year 2026 is the amount of qualified adoption expenses up to $17,670, up from $17,280 for 2025. For tax year 2026, the amount of credit that may be refundable is $5,120.

• Employer-Provided Childcare Tax Credit. For tax year 2026, the OBBB significantly enhances an important credit for employers; it increases the maximum amount of employer-provided childcare tax credit from $150,000 to $500,000 ($600,000 if the employer is an eligible small business).

• Earned Income Tax Credits. The tax year 2026 maximum Earned Income Tax Credit (EITC) amount is $8,231 for qualifying taxpayers who have three or more qualifying children, up from $8,046 for tax year 2025. Revenue Procedure 2025-32 contains a table providing maximum EITC amount for other categories, income thresholds and phase-outs.