Services
Blue Sage provides tax preparation, tax planning, bookkeeping, and compliance services for small businesses and individuals across the United States. Thirteen service lines, each with its own page. Every engagement is quoted at a fixed price in writing before any work begins.
S-Corporation Tax Compliance
An S-corporation files Form 1120-S and issues a Schedule K-1 to each shareholder, who reports that income on their personal return.
Read moreIRS & State Notice Resolution
An IRS notice is a proposed change, not a bill you have to accept.
Read moreMulti-State Tax Filings
You file a state return wherever you earned income or created nexus, not only where you live.
Read moreTax Planning & Projections
A tax projection estimates what you will owe before the year ends, while decisions can still change the outcome.
Read moreBookkeeping & Monthly Accounting
Monthly bookkeeping means every bank and card account is reconciled, transactions are categorised consistently, and you receive financial statements shortly after each month closes.
Read moreIndividual Tax Preparation
Individual tax preparation covers your federal return plus every state and city return you are required to file.
Read moreBusiness Tax Returns
Which business return you file depends on your entity and its elections: Form 1065 for partnerships and multi-member LLCs, 1120-S for S-corporations, 1120 for C-corporations, and Schedule C on your personal return for a single-member LLC or sole proprietorship.
Read moreTrust & Estate Tax Services
A trust or estate that earns income generally files Form 1041, and each beneficiary receives a Schedule K-1 for their share.
Read moreCryptocurrency Taxation
Cryptocurrency is treated as property, so every sale, trade, or purchase made with it is a taxable disposal that needs a cost basis.
Read moreRSU & Stock Option Taxation
RSUs are taxed as ordinary income when they vest, at the share value on that date, and that amount becomes your cost basis.
Read moreExpat & Nonresident Tax Returns
U.S.
Read moreFBAR & Foreign Account Reporting
An FBAR is required if the combined highest balance of your foreign financial accounts exceeded $10,000 at any point in the year.
Read moreForeign-Owned U.S. Businesses
A U.S.
Read moreNot sure which one you need?
That is what the consultation call is for. Bring last year's return and we will tell you.