Tax Preparation

We offer personalized tax preparation and planning services tailored to professionals and business owners with complex financial lives.

We do not outsource or hand off work to junior staff, but directly work with each client to understand your full financial picture.  We also go the extra mile to explain how the tax code applies to your specific situations, so you are not left in the dark.

 

Tax Planning Services

 

We guide our clients year-round through a full range of tax planning topics covering both personal and business needs. Instead of treating taxes as an after-thought, we provide expertise and attention to detail to help you make sound financial decisions to minimize tax liabilities and hassles related to staying compliant with ever-changing tax laws.

 

Tax Preparation Services

 

We specialize in tax matters related to higher net-worth clients in busy professional careers and business owners. We are familiar with both common situations such as backdoor Roth IRA strategies, gifting strategy reporting including kiddie tax issues, net unrealized appreciation (NUA), RSU/ESPP/ISO/NQSO issues, real estate and rental property taxes, donor advised funds (DAF) and other charitable tax strategies, tax loss harvesting and wash sale management. In addition, we assist clients with substantial foreign asset reporting needs such as FBAR/8938 foreign financial assets, Form 3520 foreign gift taxes, Form 8621 (PFIC), Form 5471 (foreign shareholder reporting), Form 1120 + Form 5472 (foreign owned disregarded entity) reporting.

 

 

 

 

Individual (Personal) Tax Preparation

  • Form 1040
  • State Tax Returns (Multi-State Returns)
  • Schedule C, Sole Proprietorship
  • Schedule E, Partnerships/S Corp Income
  • Schedule E, Rental Income
  • Schedule D, Capital Gains and Losses
  • FBAR (FinCEN 114), Form 8938, Foreign Financial Assets
  • Form 5471, Foreign Shareholder
  • Form 8621, Foreign PFIC
  • Form 709, Gift Tax Returns
  • Form 8606, Backdoor Roth IRA 

 Small Business Tax Preparation

  • Form 1065, Partnership Returns
  • Form 1120-S, S Corporation Returns
  • Form 1041, Estate and Trust Income
  • Form 706, Estate Returns
  • Form 990, Non-Profits and Private Foundations
  • Form 5472, Foreign-Owned Disregarded Entity (e.g., LLC)

 

 

 

 

Disclaimer
Advisor Info
Privacy Policy

Copyright 2025 Ingeniq Capital. All Rights Reserved.

Disclaimer

The information provided in this blog is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs.

Ingeniq LLC does not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. To the maximum extent permitted by law, Ingeniq LLC disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses.

Content contained on or made available through the website is not intended to and does not constitute legal advice or financial advice or investment advice and no formal client relationship is formed. Your use of the information on the website or materials linked from the Web is at your own risk.

PRIVACY POLICY NOTICE

We care about your privacy and want you to feel comfortable and secure in your use of our site (www.ingeniqcapital.com). We recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We do not sell or disclose personal information to anyone apart from products or services you have specifically requested or unless it is required by law. We urge you to read this notice explaining our online information practices. By using this site, you are accepting the practices described in this Privacy Policy.

Personal Information
We collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Why We Collect Your Information:
· In order to allow us to provide tailored investment and advisory services to you; and,
· To comply with the relevant Federal and State laws and regulations that govern us.

What We Collect and Maintain:
· Information that you provide on applications or other forms, which may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition
· Identifying information such as your name, age, address, social security number, etc.
· Information about your transactions with us and information that we generate to service your financial needs
· Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

Security of Your Information:
We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.

Information We Disclose:
We do not disclose the non-public personal information we collect about our customers to anyone except: (1) to individuals and/or entities not affiliated with Ingeniq LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with Ingeniq LLC to service your account; (2) to your authorized representative or power of attorney; or (3)
otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

Former Clients:
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.

Changes to Our Privacy Policy:
In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements. 

If you have questions about this privacy notice or about the privacy of your information call our main number (737) 808-2828 and ask for the Chief Compliance Officer or email cco@ingeniqcapital.com.