Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, estates and trusts, business formation and financial planning.
|
|
Individual Tax
- Personal tax return preparation
- Succession planning
- Charitable giving
- Executive compensation
- Family estate and gift planning
- Retirement planning
- Year-end tax planning
Small Business Tax
- Preparing quarterly payroll tax returns
- Preparing W-2s and 1099s
- Preparing W-3s and state reconciliations
- Preparing personal property returns
- Preparing and reviewing federal and state corporate tax returns
Start-Up Services
- Choosing a business entity, including analysis of tax ramifications, legal protections and employee benefits options
- Completing and submitting federal and state applications for identification numbers
- Applying for a business license
- Registering for state income tax and sales tax withholding and remittance
- Training your staff
Trust, Estate & Gift Tax
- Asset protection and preservation
- Preparation of trust and estate tax returns
- Gift planning
- Preparation of gift tax returns
- Coordination and implementation of estate plans
- Proactive responses to legislative changes
- Tax mitigation
- Addressing testator desires and needs
Other Taxes
- Amending prior year returns
- Filing delinquent returns
- Innocent spouse relief
- Tax notice consultation
- Debt cancellation
IRS Representation
- Amending prior year returns
- Filing delinquent returns
- Innocent spouse relief
- Tax notice consultation
- Debt cancellation