Serving individuals, families and businesses
bdcinsuranceservices@gmail.com   |   Main: (717) 649-6435   |   Office: (717) 389-9049   |   Monday to Friday: 9:00 AM - 5:00 PM

EA-led individual and business tax services

Tax preparation, K-1 reporting, e-file and bookkeeping support led by Shyam Dhital, MBA, EA, and Dr. Devi Chapagai, DHA, CRNP, EA.

Tax service overview

Tax preparation, planning and support

These tax service images were updated with the files you provided.

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Personal returns and filing

1040 and E-File Support

Guidance for organized filing, return review, and document preparation support.

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Bookkeeping and records

Accounting and Bookkeeping

Support with bookkeeping, business records, reconciliation, and accounting organization.

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Consultation and support

Tax Services

General tax information, planning support, and appointment based consultation with BDC representatives.

Person preparing taxes at a desk
Office and business filing

Business Tax Preparation

Business filings, K-1 support, and organized tax preparation for self-employed and business clients.

Individual tax preparation

Tax preparation begins with complete records and a careful review of the taxpayer’s filing situation.

Form 1040

Federal individual income tax return preparation using information provided by the taxpayer.

W-2 and 1099 Income

Reporting for employment, contract, interest, dividend and other applicable income documents.

Schedule C

Income and expense reporting for qualifying sole proprietors and self-employed taxpayers.

Rental and Investment Information

Organization and reporting support when applicable records and tax forms are provided.

Prior-Year and Amended Returns

Review of available prior records to determine whether service can be provided.

Federal and State E-File

Electronic filing when eligible and after all required reviews, signatures and authorizations.

Business tax and K-1 services

Support for business entities and owners who receive pass-through tax documents.

Partnership Returns

Preparation support for Form 1065 and related partner information, when within scope.

S Corporation Returns

Preparation support for Form 1120-S and shareholder reporting, when within scope.

C Corporation Returns

Preparation support for Form 1120, subject to engagement scope and available records.

K-1 Reporting

Reporting assistance for Schedule K-1 documents from partnerships, S corporations, estates or trusts.

Common documents to gather

  • Government-issued identification
  • Social Security or taxpayer identification information
  • W-2, 1099 and K-1 forms
  • Business income and expense records
  • Prior-year returns
  • Applicable federal and state notices
Security: Do not send Social Security numbers, tax returns or identity documents through ordinary email. Connect a secure client portal before accepting sensitive files online.
Federally authorized tax practitioners

Meet BDC’s Enrolled Agents

Enrolled Agents are federally authorized tax practitioners who may represent taxpayers before the IRS, subject to applicable engagement terms.

Shyam Dhital, MBA, EA

Shyam Dhital, MBA, EA

Individual, business, K-1, and bookkeeping-related tax support.

Dr. Devi Chapagai, DHA, CRNP, EA

Dr. Devi Chapagai, DHA, CRNP, EA

Individual, family, business, and healthcare-sector tax support.

Important: Engagement terms, scope, preparer assignment, and required authorizations are confirmed before service begins.