Bannon & Associates, PC
Tax
Services
Tax Return Preparation, IRS and Michigan Tax Audits, and Administrative Tax Appeals
Attorney Kevin M. Bannon has practiced law since 1987 and holds a Master of Science in Taxation from Walsh College. His practice combines legal knowledge with extensive experience preparing individual, business, trust, and estate tax returns and assisting clients with administrative tax matters.
Call (248) 643-3343Individual · Business · Fiduciary
Tax services,
directly with Kevin.
Tax Return Preparation
Tax Return
Preparation
Kevin prepares federal and applicable state tax returns for individuals, businesses, trusts, estates, and qualifying organizations. Return types include:
- Form 1040 — Individual income tax returns
- Form 1041 — Trust and estate fiduciary income tax returns
- Form 1065 — Partnership income tax returns
- Form 1120 — C corporation income tax returns
- Form 1120-S — S corporation income tax returns
- Form 706 — Federal estate and generation-skipping transfer tax returns
- Form 709 — Federal gift and generation-skipping transfer tax returns
- Form 990 — Tax-exempt organization information returns
The forms that apply depend on the taxpayer, type of entity, transactions, filing obligations, and tax year.
Return preparation may involve business ownership, investments, rental properties, retirement distributions, trust distributions, estate administration, or multistate matters as appropriate. Kevin works directly with clients to understand relevant information and the reporting issues involved.
Trust & Estate Tax Preparation
Reporting for trusts
and estates.
Trustees and personal representatives may have tax reporting obligations as they administer a trust or settle an estate. Kevin prepares Form 1041 fiduciary income tax returns and considers tax information related to trust and estate transactions.
Fiduciary tax reporting can connect with distributions to beneficiaries, estate administration, trust terms, and records maintained by the trustee or personal representative. Kevin's tax preparation, estate and trust work, and professional trustee services allow these related questions to be discussed together.
Tax filing requirements depend on the trust or estate, income, transactions, beneficiaries, and applicable rules for the particular tax year.
Learn more about professional trustee and advisory services or estate planning and probate.
Tax Planning
Consider tax effects
alongside the decision.
Tax consequences may be part of decisions about business transactions, gifts, property transfers, trust administration, and estate planning. Kevin's Master of Science in Taxation from Walsh College and legal practice provide context for discussing these issues with clients.
Tax treatment depends on the facts, timing, documentation, and applicable law. Planning is directed to the client's circumstances and does not promise a particular tax result or amount of savings.
IRS & Michigan Tax Matters
Tax Audits
& Appeals
Administrative guidance for federal
and Michigan tax matters.
IRS and Michigan tax audits
An audit may ask for records, raise questions about items reported on a return, or propose changes to a tax liability. The review format can vary:
- Correspondence audits: examinations primarily handled through the mail.
- Office audits: examinations conducted at a tax agency office.
- Field audits: examinations conducted at a taxpayer's business, home, or another appropriate location.
Kevin can help review notices, identify and organize relevant documentation, communicate with the tax authority under appropriate authorization, review proposed adjustments, and evaluate available administrative options. The process and response depend on the specific notice, tax period, and issues being examined.
Administrative tax appeals
Taxpayers may have administrative review options when they disagree with certain tax determinations. Kevin can review the notice and issue, consider applicable response deadlines, prepare written protests or other permitted requests, present relevant facts and legal arguments, and communicate with the IRS Independent Office of Appeals or appropriate Michigan tax authorities.
Procedures and available review depend on the particular notice, type of tax, issue, and governing rules. Timely review of a notice is important because response periods may apply.
Experience & Personal Attention
Tax counsel,
from your attorney.
Kevin M. Bannon has practiced law in Michigan since 1987 and holds a Master of Science in Taxation from Walsh College. He works directly with clients on tax return preparation and administrative matters, including audits and appeals.
As a small, accessible practice, Bannon & Associates, PC emphasizes direct communication and practical advice. Call to discuss your tax situation and the relevant filing or agency process.
Direct, Personal Attention
Discuss your tax matter with Kevin.
Tax preparation · Audits · Administrative appeals