Services
for Business
• All Tax Filings
We prepare business tax returns in all 50 states. Not only do we prepare
income tax returns, but we prepare payroll and sales tax returns too.
• Incorporations and Formations
Whether a Corporation, Partnership, Limited Liability Company or Sole
Proprietor, we can incorporate or form your new business within 48
hours. Services are available in all 50 states.
In addition, we can help you set up your books, provide guidance
and get you going on the right track from the beginning.
• Tax Planning
We will constantly be planning for your business throughout the year.
Whether it be a new tax law, techniques to defer income, or deciding
whether to make a subchapter S election, we will be on top of it.
• IRS Problem Resolution
We can communicate with the IRS or local government on your behalf.
We can clarify matters and work out the best arrangement for you.
You have options!
• Financial Statement Preparation
Our accounting and auditing services can be used for internal purposes
or to secure outside financing for your business.
•
Business Plans & Projections Planning
We can aid you in this all important process and will prepare your
financial projections the "right way."
• Bookkeeping Services
In this changing economy there is a great need for bookkeeping "oversight." We
can handle your bookkeeping needs or we can train you to handle this
yourself in an understandable way.
Services
for Individuals
We prepare business and personal tax returns.
• Quality Advice
Whether it be once a year or once a day, you can can count on our
advice to be timely and accurate. We have convinced our clients that
no question is a stupid question.
• Tax Planning
If your planning needs are for current year matters or for longer
term matters, we are up to the task.
• Retirement Planning
Today's environment warrants quality retirement planning regardless
of your age. Let us show you how.
• Planning Your Child's Education
There are a variety of opportunities available today to save money
to secure your child's education.
• IRS Problem Resolution
We can communicate with the IRS or local government on your behalf.
We can clarify matters and work out the best arrangement for you.
You have options!
• Budgeting
If you have problems saving for the future or meeting your monthly
expenses, we can design a budget to fit into your goals.
Services
for Individuals
We
prepare business and personal tax returns.
• Quality Advice
Whether it be once a year or once a day, you can can count on our advice to
be timely and accurate. We have convinced our clients that no question is a
stupid question.
Services
for Estates, Trusts, Gifts
• Estates, Trusts & Gift
Tax Filings
We prepare business tax returns in all 50 states.
• Estate Tax Planning
Our goal is not only to reduce estate taxes but to recognize the emotional
needs of our clients when designing an estate plan.
• Avoiding
Probate
We can structure your assets to avoid probate. However, keep in mind
that you may not want to do this for all of your assets.
• Trusts
Trusts are a very powerful tool that can be used to reduce estate taxes
and to provide liquidity to an estate. If your estate has illiquid
assets such as real estate, a trust can be quite useful.
• Gifts
Gifting cash or other assets to your heirs during your lifetime is
a popular estate planning tool. Proper use of this can save an estate
many dollars.
