Tax Services
We assist in all phases of tax mitigation and preparation from multistate returns, LLC, real estate rentals, schedule C and K-1 filings to tax projections, IRS notices, unfiled returns and audits.
Tax Planning
- Selecting the proper entity to minimize taxes
- Evaluating applicable tax filing requirements
- Projecting current year taxes
- Strategies to minimize current and future taxes
- Monitoring tax law changes affecting clients
- Representing clients at IRS and state examinations
Tax Preparation
- Individual returns (including all 50 states)
- C corporation and S corporation returns
- Partnership and LLC returns
- Retirement plan returns
- Estate and Trust returns
- Gift returns
- Nonprofit returns
- Homeowners’ association returns
- Amending all types of prior returns
- Quarterly and annual payroll returns
- Sales and use returns
Business Services
We provide services to a broad range of industries tailored to suit each client. Our services vary from IRS and local tax filings to remote CFO services and quarterly financial statement review.
Accounting and Reporting
- Reviewed and compiled financial statements
- Monthly and quarterly income statements
- Personal financial statements
- Projections and budgets
- Cost analysis
- Assessor’s reports
- Checkbook reconciliations
- Bookkeeping services
Financial and Business Consulting
- Starting a new business
- Business sales and acquisitions
- Real estate sales and acquisitions
- Assistance in obtaining financing
- Implementation of accounting systems
- Computer and software evaluation and use
- Evaluating insurance programs
- Equipment vs. leasing analysis
- Reviewing pricing and credit policies
- Reviewing and implementing cost controls
- Retirement planning