At Ciampi Tax, we offer a wide range of services designed to meet your personal needs for tax preparation, tax planning, consulting, and more.
Whether preparing your federal and state returns, consulting on year-round tax strategies, or representing you before the IRS, our goal is to help minimize tax burdens and guide you towards a secure financial future with confidence.
Tax Preparation
From simple to complex tax situations, our goal is to maximize your return. Today’s tax laws are confusing and constantly changing. Attempting to prepare you own return can lead to you missing out valuable tax credits or deductions to which you may be entitled.
Our tax preparation services include:
- IRS Form 1040 and state returns
- Nonresident returns
- Rental and investment property filings
- Dependent filings
- Foreign Bank Account Reporting (FBAR)
- Estate Tax or Trusts – Form 1041
- Gift Tax – Form 709
- State probate tax filings
Please refer to our Tax Return Checklist.
For rental properties, refer to our Rental Income & Expense Worksheet.
Tax Planning
Tax planning offers year-round attention to your unique financial needs—unlike the seasonal nature of tax preparation. Many financial decisions made throughout the year can significantly impact your tax situation, making a well structured strategy essential.
Our firm is committed to helping clients protect their bottom line by minimizing tax burdens and optimizing financial outcomes.
Our areas of tax planning assistance include:
Year-End Tax Planning: Focused planning and execution at the end of the fiscal year to optimize your tax position.
Ongoing Tax Planning: A comprehensive strategy developed at the beginning of the fiscal year and implemented throughout the year. This may involve retirement distributions, capital gains, or managing income from various sources.
Event Tax Planning: Tailored strategies for major life events or unexpected situations, with insights on taxes, compliance, payment schedules, and more. Key scenarios include:
– Sale or disposition of investment property
– Inheritance and probate
– Change in income reporting
– Miscellaneous income, such as gambling winnings
Our expertise ensures you’re equipped to navigate complex tax scenarios with confidence. Let us help you develop a proactive plan to minimize tax obligations and achieve financial clarity.
Consulting
Life is filled with significant milestones, many of which can impact your taxes and financial planning. Whether you’re preparing for an anticipated event or navigating an unexpected change, we’re here to recommend strategies to help you effectively manage your tax situation.
These include:
- First Job or Career Change
- Marriage
- Separation or Divorce
- Home or Investment Property Purchase
- Children
- Pre-Retirement
- Retirement
- Inheritance
- Death
No matter your circumstances, our team will help you explore tax strategies designed to minimize or eliminate both federal and state tax obligations. We’ll thoroughly evaluate all tax implications to ensure you’re well-prepared for every stage of life.
Let us guide you in making informed decisions that safeguard your financial future
Representation
Receiving a letter from the IRS can be stressful, but don’t panic—our experienced team is here to help. The IRS sends hundreds of thousands of notices each year, often requesting additional documentation or claiming additional tax is owed.
These situations require careful analysis, as they may result from agency errors or the need for further information.
No two cases are the same, and navigating IRS correspondence on your own can be daunting. Our team has decades of experience representing taxpayers before the IRS. We work directly with the agency on your behalf, skillfully evaluating your situation, developing a plan, and exploring the best options available. Over the years, we’ve successfully resolved hundreds of cases, saving our clients significant penalties and interest.
Our Representation services include:
- Compliance notice resolution
- Multiple years of unfiled tax returns
- Penalty abatement
- Innocent or injured spouse relief
- Wage levy and bank executions
- Audit and compliance assistance
- Collection activity and installment agreements
- Dispute resolution
- Appeals
To engage our services, please provide:
- A copy of the letter from the taxing agency
- Your tax folder with original documents for the year(s) in question
- An explanation of the situation
- A signed Power of Attorney (IRS Form 2848)
Litigation Support
Our litigation support services assist individuals in resolving legal challenges by uncovering, analyzing, and compiling critical data into clear and persuasive presentations.
Areas of expertise include:
- Bankruptcy
- Divorce Proceedings
- Employment and Lost Earnings Analysis
- Fraud Examinations
Let us provide the financial expertise and insights needed to strengthen your case.
Retirement Planning
Planning for retirement is a significant milestone. Our team works closely with clients to develop proactive strategies that maximize investment returns and optimize the tax treatment of retirement distributions.
We take a coordinated approach to tax and financial planning, offering strategic guidance to individuals and business owners at every stage of retirement and estate planning.
Our expertise includes:
- Tax-loss harvesting
- Cash flow management
- Comprehensive tax planning
Let us help you secure a financially sound and tax-efficient retirement.
