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