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Filling Out Tax Form

Tax Services offered through Lotus Financial Services

Tax Preparation:

  • Individual tax return preparation (Form 1040)

  • Business tax return preparation

  • Estate and trust tax return preparation
     

Tax Planning:

  • Year-round tax planning and consultation

  • Strategic tax planning to minimize tax liability

  • Tax projections and estimations
     

Tax Compliance:

  • IRS audit representation

  • Tax compliance for individuals and businesses

  • Penalty abatement assistance

  • State income tax preparation and planning

  • Sales and use tax compliance

  • Property tax assessment review

Tax Resolution:

  • Offer in Compromise (OIC)

  • Installment agreements

  • Innocent spouse relief
     

International Tax Services:

  • Foreign income reporting (e.g., FBAR, FATCA)

  • Tax planning for expatriates

  • Cross-border tax compliance
     

Tax Advisory Services:

  • Tax-efficient investment strategies

  • Tax implications of major financial decisions

  • Tax optimization strategies

Office: (734) 457-3700   Email: info@lotusfp.com 

Monroe: 11 Scott St, Monroe, MI 48161       Ann Arbor​​​: 300 Parkland Plaza, Ann Arbor, MI 48103

Securities offered through Sigma Financial Corporation, member FINRA SIPC
Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

Lotus Financial Partners is independent of Sigma Financial Corporation and SPC.

©Copyright 2024 Lotus Financial Partners

Form CRS

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