Tax Services

Professional Tax Preparation Services in Cumberland, RI

Individual and business tax returns prepared, reviewed and e-filed by experienced preparers.

EZ Tax Works LLC provides professional tax preparation services for individuals, families, retirees, self-employed professionals and businesses. Whether you are searching for a tax preparer near me, a trusted accountant near me, or a tax preparation service in Cumberland RI, our experienced team helps you claim every deduction you qualify for while staying compliant with IRS and state tax rules.

  • Individual returns (Form 1040)

    Wages, self-employment, rental property, investments, retirement income, education credits and itemized deductions.

  • Business returns

    Schedule C, partnership (1065), S-corporation (1120-S) and corporate (1120) returns, including K-1 preparation for owners.

  • Multi-state and part-year filings

    From personal tax returns to complex business filings, we provide comprehensive federal and multi-state tax compliance services, helping clients stay compliant and optimize their tax position across all jurisdictions.

  • Prior-year and amended returns

    Catch up on unfiled years or amend a return that missed a credit or deduction.

  • IRS and state notices

    We read the notice, explain what it actually means, and help to  respond.

  • Tax planning

    Mid-year projections, estimated payment schedules and withholding reviews so April holds no surprises.

  • Foreign asset reporting (FATCA & FBAR)

    We assist taxpayers with FBAR (FinCEN Form 114) and FATCA reporting requirements, ensuring accurate disclosure of foreign financial accounts and assets while minimizing compliance risks and penalties.

Foreign Accounts, Overseas Assets & PFIC Reporting

Own foreign mutual funds or investments outside the U.S.? Explore our dedicated international tax compliance services for PFIC Form 8621, FBAR and FATCA reporting.

Explore International Tax Compliance

Form 8938 (FATCA) Filing Thresholds

Form 8938 is required only when the total value of your specified foreign financial assets exceeds the reporting threshold for your filing status and residence. If any threshold below is met, you must file.

Taxpayers living in the United States

Filing statusMore than, on the last day of the tax yearMore than, at any time during the year
Single or Married Filing Separately$50,000$75,000
Married Filing Jointly$100,000$200,000
Head of Household$50,000$75,000

Taxpayers living abroad

Filing statusMore than, on the last day of the tax yearMore than, at any time during the year
Single, Married Filing Separately or Head of Household$200,000$300,000
Married Filing Jointly$400,000$600,000

To whom FATCA applies

  • U.S. citizens
  • Lawful permanent residents (Green Card holders)
  • Resident aliens for tax purposes — including those meeting the substantial presence test, such as H-1B and L-1 visa holders
  • Certain domestic entities formed or availed of to hold foreign financial assets

These thresholds can change by tax year — always confirm the amounts for the year you are filing. For the current requirements, see the official IRS Instructions for Form 8938. Thresholds are based on the total value of specified foreign financial assets, and higher thresholds apply to taxpayers living abroad. Form 8938 is separate from the FBAR — many taxpayers must file both for the same accounts. We review the thresholds that apply to your specific situation.

Tax Preparation for Individuals and Businesses

We offer tax preparation for individuals and businesses under one roof. Every return is prepared by an experienced preparer, reviewed line by line and compared with prior years to catch missed credits, deductions and errors before it is filed.

As an IRS Authorized E-File Provider, we offer secure, accurate and timely electronic filing for federal and state tax returns. E-filing with direct deposit is the fastest way to receive your refund, and you get confirmation once the IRS and your state accept the return.

Multi-State Tax Filing — Serving All 50 States

We proudly provide tax preparation serving all 50 states. From a simple federal tax filing to complex multi-state tax filing requirements, we help taxpayers navigate resident and non-resident state tax returns, local city and county filing requirements, and income earned across multiple jurisdictions.

Remote workers, people who moved mid-year, landlords with out-of-state rentals and business owners with operations in several states all face extra filing rules. We sort out which states can tax which income, apply credits for taxes paid to other states, and file every required return.

Our federal and state tax services include:

  • Federal tax filing
  • All 50 state tax filing
  • Multi-state tax returns
  • Resident tax return and non-resident tax return preparation
  • Local county tax return filing and city tax returns
  • Extension filings
  • Amended returns
  • Tax planning and consulting

Individual Tax Return Preparation

We prepare all major individual tax returns and supporting schedules, whether you have a single W-2 or a mix of wages, investments, rentals and self-employment income.

  • Form 1040 individual income tax returns
  • Itemized deductions
  • Retirement income reporting
  • Social Security income reporting
  • Investment income reporting
  • Rental property income
  • Short-term rental tax reporting
  • Self-employment income

Senior Tax Filing Services

Our senior tax filing services help retirees correctly report Social Security benefits, pension income, retirement distributions and investment earnings while identifying available tax-saving opportunities.

We review how much of your Social Security is taxable, check required minimum distributions, look at withholding and estimated payments, and make sure you receive senior-specific deductions and credits.

Business Tax Returns (1065, 1120-S, 1120)

Our firm prepares business tax returns for companies of all sizes. We also help owners with bookkeeping review, tax planning, entity compliance and annual filing requirements, so the business return and the owners' personal returns line up.

  • Form 1065 partnership returns
  • Form 1120-S S-corporation returns
  • Form 1120 C-corporation returns
  • Single-member LLC returns
  • Multi-member LLC returns

FATCA & FBAR Compliance Services

Have foreign bank accounts or overseas financial assets? EZ Tax Works LLC can help you meet FATCA and FBAR reporting requirements accurately and on time. We prepare and file FBAR (FinCEN Form 114) and FATCA reporting forms to help taxpayers stay compliant and avoid costly penalties.

Our foreign asset reporting services provide expert assistance to U.S. citizens, Green Card holders and resident aliens with foreign financial account reporting obligations. Whether you have foreign bank accounts, investment accounts, retirement accounts or other overseas assets, we can guide you through the reporting process.

Missed an FBAR or FATCA filing? We can help evaluate your options and bring your filings into compliance. Comprehensive international tax reporting support is available for individuals, business owners and expatriates.

Have foreign financial accounts exceeding reporting thresholds? Contact EZ Tax Works LLC today for professional FATCA and FBAR filing assistance.

Our foreign asset reporting services include:

  • FBAR filing (FinCEN Form 114)
  • FATCA reporting (Form 8938)
  • Foreign bank and investment account reporting
  • Foreign retirement account reporting
  • Late and prior-year FBAR and FATCA filings
  • International reporting for expatriates

Serving Cumberland, Rhode Island & the Boston Metro Area

Located in Cumberland, Rhode Island, we proudly serve individuals and businesses throughout the region. Our virtual tax preparation lets clients anywhere in the United States work with our team securely through our client portal.

  • Cumberland, RI
  • Providence County
  • All of Rhode Island
  • Boston Metro Area
  • Massachusetts
  • Remote clients nationwide

Frequently asked questions

Do you prepare tax returns in all 50 states?

Yes. We prepare federal returns and state tax returns for all 50 states, so you can work with one firm no matter where you live or earn income.

Do you offer multi-state tax filing services?

Yes. If you moved during the year, work remotely for an out-of-state employer, own rental property in another state, or run a business across state lines, we handle multi-state tax filing and allocate income correctly to each state.

Can you file resident and non-resident state tax returns?

Yes. We prepare resident, part-year resident and non-resident tax returns, and claim credits for taxes paid to other states so the same income is not taxed twice.

Are you an IRS Authorized E-File Provider?

Yes. EZ Tax Works LLC is an IRS Authorized E-File Provider, so your federal and state returns are filed electronically, securely and on time, with direct deposit available for refunds.

Do you prepare partnership and corporation tax returns?

Yes. We prepare Form 1065 partnership returns, Form 1120-S S-corporation returns, Form 1120 C-corporation returns, and single-member and multi-member LLC returns, including K-1s for owners.

Do you help seniors with Social Security income tax filing?

Yes. Our senior tax filing services cover Social Security benefits, pensions, IRA and 401(k) distributions, required minimum distributions and investment income, while looking for every credit and deduction available to retirees.

Do you provide accounting services for small businesses?

Yes. We offer monthly bookkeeping, account reconciliations, financial statements, QuickBooks support and small business accounting year-round.

Do you serve clients outside Rhode Island?

Yes. Our office is in Cumberland, RI, and we serve the Boston Metro Area and Massachusetts in person or virtually, plus remote clients in every state through our secure client portal.

Do you prepare FBAR filings (FinCEN Form 114)?

Yes. We prepare and file the FBAR (FinCEN Form 114) for U.S. citizens, Green Card holders and resident aliens who hold foreign financial accounts above the reporting threshold, so your disclosure is accurate and submitted on time.

Do you help with FATCA reporting for foreign assets?

Yes. We prepare FATCA reporting alongside your federal return for taxpayers with specified foreign financial assets, and explain which accounts and assets must be reported and which do not.

What happens if I missed an FBAR or FATCA filing?

We review your situation, evaluate the options available for bringing past filings current, and help you come into compliance while limiting penalty exposure.

Looking for a tax preparer near you?

Contact EZ Tax Works LLC today. We provide professional tax preparation, accounting, bookkeeping and business tax services for clients throughout Rhode Island, the Boston Metro Area and all 50 states.

Other services

Ready when you are

Book a time that works for you, or send us your documents securely through the client portal. New clients get a free review of last year's return.