Comprehensive Tax Services with Shirlee Hattem EA/ATA/ATP/ECS

1. Tax Preparation Services

• Individual federal and state tax return preparation (Form 1040 and schedules)

• Small business returns (Schedule C, Partnerships, LLCs, S-Corps, C-Corps)

• Fiduciary returns (trusts and estates)

• Nonprofit and exempt organization returns (Form 990 series)

• Multi-state and local tax filings

• Amended returns to correct errors or claim missed deductions/credits

• Annual tax compliance review and record-keeping support

2. Tax Avoidance & Reduction Strategies

• Income shifting and timing strategies (accelerating deductions, deferring income)

• Investment tax planning (capital gains/loss harvesting, portfolio tax efficiency)

• Retirement plan optimization (SEP, SIMPLE, 401(k), defined benefit plans)

• Education-related tax benefits (529 plans, Coverdell ESAs, credits and deductions)

• Family-focused strategies (child/dependent credits, gifting, household employee rules)

• Real estate planning (1031 exchanges, depreciation, passive activity rules)

• Charitable giving strategies (donor-advised funds, appreciated stock donations, charitable trusts)

• International considerations (foreign income, FBAR, FATCA compliance)

3. Business & Entity Planning

• Choosing the right entity: LLC, S-Corp, C-Corp, Partnership, Sole Proprietorship

• Evaluating tax impacts of entity elections and conversions

• Compensation planning for owners and employees (reasonable salary vs. distributions)

• Structuring buy-sell agreements and ownership transfers

• Designing tax-advantaged benefit and retirement plans

• Handling multi-entity structures and family-owned businesses

• Succession and exit planning with tax efficiency in mind

4. IRS Representation & Problem Resolution

• Representation before the IRS and state taxing authorities (as an Enrolled Agent)

• Responding to IRS letters, notices, and correspondence

• Audit preparation and defense (individual, business, or payroll tax audits)

• Penalty abatement requests

• Negotiating installment agreements and payment plans

• Offers in Compromise (settling tax debts for less than the full amount owed)

• Innocent spouse relief and other special relief provisions

• Trust fund recovery penalty defense for business owners

• Payroll tax dispute resolution

5. Estate, Trust & Elder-Care Tax Services

• Estate tax return preparation and planning (Form 706)

• Fiduciary accounting and trust tax returns (Form 1041)

• Planning for intergenerational wealth transfers

• Elder-care related tax planning (medical expense deductions, long-term care issues)

• Coordinating estate plans with attorneys and financial advisors

• Charitable giving and legacy planning strategies

6. Ongoing Advisory & Strategic Planning

• Year-round tax planning sessions

• Quarterly estimated tax calculations and planning

• Record-keeping systems and best practices

• Tax planning integrated with financial planning goals

• Coordination with attorneys, financial planners, and CPAs for holistic solutions

✅ Why Choose Shirlee Hattem EA/ATA/ATP/ECS

With over 35 years of experience since 1988, Shirlee has helped thousands of clients—individuals, families, entrepreneurs, and corporations—through every tax situation imaginable. Her four respected credentials (EA, ATA, ATP, ECS) prove her knowledge, and her long track record proves her dedication.

Whether you need simple preparation, long-term tax avoidance strategies, help choosing the right business entity, or strong representation in front of the IRS, Shirlee is the professional to trust.

📞 Call to Action

Take control of your taxes with confidence.
Call Shirlee Hattem EA/ATA/ATP/ECS today at 972-849-8380 to schedule your consultation.

Your money matters. Don’t leave it to chance—work with a proven expert.