Transforming Financial Strategies.

We deliver tailored tax solutions that drive growth, ensuring compliance, efficiency, and peace of mind through expert guidance and personalized support. Learn More

Sharma Tax is a leading provider of personalized tax solutions, focused on simplifying complex tax processes for businesses. We ensure tailored strategies, ongoing support, and expert guidance, helping our clients navigate their financial landscape with confidence. Our commitment to excellence empowers businesses to optimize their financial outcomes and foster sustainable growth.

INDIVIDUAL TAXes SERVICES

Individual Taxes

Analyzing and assessing your tax situations should be done yearly to adapt to ever-changing tax laws. Sharma Tax has a wealth of experience preparing tax returns and offers a unique combination of expertise in analyzing possible scenarios while implementing dynamic tax legislation.Our reliable individual tax services investigate various tax situations to pinpoint the ideal solution while remaining within compliance.  Our customer-oriented services bring diverse knowledge and capabilities to the field. Our range of individual accounting services include:Preparing individual income tax returnsTax projections and analysisTax-related retirement strategiesResearch and consultationWe take pride in our ability to offer unmatched personal tax services, which include the preparation of income tax returns for all states and non-resident returns. Wherever you're located, we conveniently provide remote filing services as well.

Prior Year and Delinquent Taxes

Our team of tax experts understands the stress and uncertainty that come with delinquent tax status. After a certain period of being behind on your taxes, your property can be seized and sold off, or your assets can be subject to levies. We're compassionate, understanding professionals committed to helping our clients overcome their current tax situations.As such, we employ our years of experience in handling delinquent taxes to help you reconcile your tax account and redeem your status.We have been expertly assisting our clients with their prior year and delinquent tax issues for over 30 years. In fact, it is one of the core services offered by Sharma Tax. After three decades, we can confidently handle any prior-year issues to meet our clients' needs.
We have what it takes to assist you at any time with your prior year and delinquent tax situations. Eliminate the uncertainty in your life by scheduling an appointment with our tax experts today.

Amendments and Claims for Refunds

Sharma Tax helps amend your returns and claims for refunds for both current and prior tax years. We realize that filing an amendment can be stressful or frustrating if you're doing it independently or working with a less experienced taxation service.We stand out among the best for our experience and unmatched service when preparing amended tax returns.Our team of experts carefully analyzes your previously filed taxes to spot errors or missed deductions and amend them by including omitted expenditures and incomes. Many times, this leads to an additional refund. Our dedication to quality service makes it easy for us to understand our clients' needs and proffer dynamic solutions that meet their tax amendment and refund claim requirements.

Tax Planning and Strategy

At Sharma Tax, we wholeheartedly believe that filling out forms does not minimize taxes; tax planning does.Our team is here for individuals seeking the best nationwide accounting service for tax planning and strategy. We know how effective tax planning is for helping each of our clients minimize tax payments and how a well-put-together plan can result in saving thousands of dollars each year.We’re committed to providing unique tax planning services to our clients so that they can achieve their financial goals without hassle or stress.Our industry experience gives us insight into all our client’s tax situations to develop personalized solutions. At Sharma Tax, we are, without a doubt, a client-oriented business that recognizes the importance of truly customized services.We consider the keys to effective tax planning to ensure we’re recommending the best taxation strategy per individual. With our tax and accounting services, you’re one step ahead and closer to your financial goals.

Tax Notices

We understand that receiving a tax notice from the IRS or your state can be frightening, daunting, and stressful. However, we encourage our clients to rest easy as we provide prompt guidance to help them understand these notices. Our team of experienced consultants is always available to guide you through each step and help you meet the notice requirements.Responding to an IRS notice late can lead to penalties or interest charges. We want to minimize the impact of IRS and state tax notices on our clients, including avoiding subsequent penalties and interest.Guided by our customer-oriented service principles, we strive to follow the best methods for tackling each tax notification. We urge our clients to send in a copy of their notice letter for us to review before responding to it. With our years of experience in helping individuals with tax matters, we can advise you on the best possible way to handle the solution and steer clear of any penalties that may follow.

ITIN Application and Renewal

There have been many new ITIN rules changes, including those that mandate renewals of ITINs that are expiring or have been unused.
We offer easy and reliable Individual Tax Identification Number (ITIN) processing. Our firm houses three Certified Acceptance Agents that can authorize your application and help you avoid a trip to the IRS office. With our service, there is no need to mail any original documents to the IRS–including passports. We can apply ITINs for all dependents and spouses, including any renewals.
Reach out to one of our in-house IRS-Certified Acceptance Agents to help with this process today!

Navigating Your Business Growth

Our Promise of Service Excellence

Dedicated to your success, we personalize strategies to align with your vision, delivering unparalleled service.

Trusted Partnerships, Proven Results

Our team builds lasting partnerships, providing expert guidance to help businesses navigate complexities and achieve sustainable growth.