Business/Corporate Tax Services:

• Preparation of business federal, state and local income tax returns, including corporate, partnership, and LLC returns
• Preparation of sales and use tax returns, tangible returns and payroll returns
• Preparation and maintenance of fixed assets schedules and depreciation

Individual Tax Services:

• Tax return preparation of individual federal, state and local income tax returns
• Preparation of quarterly tax projections and estimated tax payments
• Representation and management of tax audits
• Sophisticated tax minimization strategies
• Tax return preparation for trusts, estates and all family related non-operating entities
• Year-end individual tax planning including projections

Tax Consultation Services:

• Corporate, Individual, and Estate/Gift tax planning
• Entity/Business structure consultation
• Determining the best structure for your business, such as whether you should become an S Corporation, C Corporation, an LLC or partnership.
• Business succession planning
• Business and Individual Tax Research

Accounting Services:

• Bookkeeping and bill paying services
• General bookkeeping services, including preparation of monthly, quarterly or annual compiled financial statements
• Preparation of bank reconciliations
• General ledger preparation and maintenance
• Cash flow budgeting and forecasting
• Monthly/Annual payroll processing services including preparation of quarterly returns, W-2’s, W-3’s and Forms 1099
• Family corporation, partnership and trust accounting
• Personal financial statement preparation
• QuickBooks support including initial configuration and installation, continuing guidance and support on an as needed basis
• We can personally train you! We will come to you and train either individuals or groups within your organization at your company’s location.