SERVICES

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