Tax Services

• Tax return preparation for:
  • Corporations, Partnerships, Limited Liability Entities, Non-Profits
  • Individuals, Trusts, Estates, Gifts
  • Multi-state returns
• Structure transactions to minimize tax burden and maximize cash flow
• Plan for estate preservation including insurance and investment options
• Foreign bank & asset reporting and compliance
• Representation with the IRS and state taxing authorities

Business Services

• Prepare “review” and “compilation” financial statements for banks, regulatory agencies and investors
• Bookkeeping services, monthly/quarterly
• Setup and training on QuickBooks accounting software
• Budgeting and short/long-term forecasting
• Advise on business sale/acquisition
• Evaluate employee benefit programs