The 83(b) election, named after the provision in the Internal Revenue Code that permits this strategy, allows an employee or founder of a business a special option to prepay the...
TAX SERVICES
Tax Services
At Zagmout & Company CPAs, we don’t just prepare returns; we craft strategies that make your success more tax-efficient.
Our mission is to reduce your taxes through meaningful, proactive planning and precise compliance services for successful individuals, businesses, non-profit organizations, trusts, and estates.
We believe that true value comes not at filing time, but during the planning; when structure, timing, and foresight create measurable results.
Effective tax planning focuses on how transactions and life events shape your overall tax outcome. It’s where insight meets impact, and where our clients see their greatest returns.
We Specialize in:
Individual Tax Services
Our experienced CPAs work closely with executives, entrepreneurs, and multi-generational families to design solutions that reduce taxes, improve cash flow, and ensure long-term stability.
We guide you through the constantly evolving tax landscape with clarity and confidence.
Individual tax services include:
- Tax return preparation and review
- Stock option and executive compensation planning (ISOs, NSOs, RSUs)
- Multi-state and residency filings
- U.S. reporting of foreign assets and bank accounts (FBAR, FATCA)
- Tax projections and year-end planning
Business Tax Services
We help companies of all sizes minimize tax exposure and maximize growth through intelligent structuring and forward-looking strategy.
From startups to established enterprises, our focus is on creating tax-efficient outcomes that align with your business goals.
Business tax services include:
- Comprehensive business tax planning and preparation
- Entity structure optimization (C-Corp, S-Corp, LLC, Partnerships)
- Cost segregation and depreciation strategies
- Excise tax and compliance support
- Like-kind exchange (1031) planning
- Tax projections and year-end planning
Non-Profit Organizations
Mission-driven organizations deserve advisors who understand their purpose, and their challenges.
We partner with nonprofits to streamline tax compliance, strengthen financial reporting, and improve operational efficiency so they can stay focused on impact.
Non-profit services include:
- Tax return (Form 990) preparation and review
- Financial statement preparation and assurance support
- Training for accounting personnel and board members
- Operational and efficiency assessments
- State and federal formation filings
Why Clients Choose Zagmout & Company?
We go beyond compliance to uncover opportunities, simplify complexity, and build long-term strategies that protect and grow your wealth.
- Proactive, year-round tax strategy, not just seasonal filing
- Deep expertise in complex scenarios: stock options, multi-state, international, and crypto
- Coordinated planning across your business, estate, and wealth management goals
- A responsive, relationship-based approach that prioritizes your long-term success
Our Process
STEP 1 — Initial Consultation
- We start by getting to know you and your unique tax situation.
During your initial consultation, we discuss your goals, challenges, and how Zagmout & Company CPAs can help.
Together, we decide whether we’re the right fit to move forward.
STEP 2 — Engagement & Onboarding
- Once we agree to work together, you’ll receive a detailed engagement letter outlining our services and fees.
We’ll create your secure online client portal, where you can upload:
– Your prior three years of tax returns
– Current-year income data and tax forms
STEP 3 — Review & Analysis
- Our team reviews your prior-year tax returns for completeness and accuracy.
We analyze your current situation and identify every deduction and opportunity available.
Throughout the process, we’ll reach out for additional information as needed to ensure accuracy.
When your return is complete, it undergoes a secondary review for quality and compliance.
STEP 4 — Client Review & Filing
- You’ll receive a draft copy of your return for review and electronic signature.
Once approved and payment is collected, we e-file eligible returns on your behalf or provide clear mailing instructions for paper filings.
STEP 5 — Year-Round Support
- Our relationship doesn’t end after tax season.
We continue to monitor your tax situation throughout the year, help you calculate quarterly estimated payments, and provide proactive projections for the upcoming year.
Have a tax question mid-year? Just give us a call — We’re here whenever you need guidance.
INSIGHTS
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