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BUSINESS SERVICES

• Business planning including assistance with goal setting, business plans and evaluation of financing alternatives.

• Tax planning including assistance with determination of appropriate organization structure, retirement plans, employee benefit plans, accounting methods and structure of specific business transactions. Our extensive experience gives us the ability to look at tax issues from both a technical and a practical viewpoint.

• Tax compliance including preparation of C Corporation, S Corporation, LLC, proprietorship and partnership income tax returns. We also offer after-the-fact payroll tax compliance services for our compilation and other clients.

• Accounting services including compilation of financial statements from source documents and assistance with QuickBooks or other recordkeeping programs.


INDIVIDUAL SERVICES

• Income and estate tax planning intended to minimize taxes in conjunction with the client’s overall financial goals.

• Tax compliance including preparation of individual Federal and all state income tax returns, estate tax returns, estate and trust income tax returns, and gift tax returns.

• IRS representation



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