Tax Planning and Strategies

• Corporations and Partnerships
• Entity formation and conversion
• Revenue growth
• Multi-state and international expansion
• Building a team
• Employee benefits
• Deferred compensation, stocks and options
• Sale / Merger / Dissolution
• Individual Retirement Strategies
• Maximizing Deductions
• Real Estate Investment
• Year-end Planning
• Investment sales
• Purchases (equipment, vehicles)
• Life Changes
• Substantial change in income
• Marriage / Divorce / Starting a family
• Buying / Selling a house
• Career change / Back to school
• Moving across state lines
• Starting a side business
• Second opinions on tax issues
• “Holistic” Analysis (Business and Individual)

Business Tax Preparation

• C-Corp
• S-Corp
• Partnerships
• Family Limited Partnerships
• Non-Profit

Business Services

• Bookkeeping
• Payroll
• Financial Statements

Individual Tax Preparation

• Out-of-State Returns
• Multi-State Returns
• Prior Year Returns
• Amended Returns
• Quarterly Estimated Taxes

Estate and Trust Tax Preparation

• Simple and Complex Trusts
• Family Limited Partnerships

Representation (IRS and State)

• Deficiency and Assessment Notices
• IRS Substitute for Returns
• Audit Response and Representation
• Collections
• Offers in Compromise