Services

Tax Return Preparation

 

We provide tax return preparation services for:

  • Individual Income Tax (Form 1040)

  • Individual Gift Tax (Form 709)

  • Corporate Income Tax (Form 1120 or 1120S)

  • Partnership Income Tax (Form 1065)

  • Estate or Trust Income Tax (Form 1041)

  • Estate Tax (Form 706)

Tax Planning

 

We provide planning services throughout the year to prepare for changing situations and take advantage of potential tax planning opportunities. These services could include:

  • Timing of Deductions and/or Revenue

  • Entity Selection

  • Investment Strategies

  • Multi-State Tax Planning

  • Business Succession Planning

  • Retirement Planning

  • Trust and Estate Planning

  • Transaction Structuring and Negotiation

Small Business Accounting & Advisory Services

 

For most of our business clients we are their most trusted advisor. We provide a large range of accounting and business advisory services that include the following:

  • Compilations and Reviews

  • Financial Statement Preparation

  • Accounting and Bookkeeping

  • QuickBooks Support and Setup

  • Tax Planning

  • Business Consulting

IRS Representation

 

We are available to help you understand and respond to IRS/state letters and audit notices. As CPAs we are licensed to practice before the IRS/state and act as your power of attorney with your authorization. We will work directly with the IRS and state agencies to help achieve a satisfactory resolution.