
Our Services

Accounting

Tax Services

Tax Compliance & Representation

Business Consulting

Accounting Services

- Monthly or Quarterly Financial Reporting that:
(i) helps you monitor your business better,
(ii) lets you see trends developing, and
(iii) allows you to anticipate future expenses
- Unlimited Consultations of your accounting, tax and business questions by phone or email
- At this time, we do not offer audit or attest services

Tax Services

- Preparation of Federal and State Business (1065, 1120, 1120S, Schedule C) Income Tax Returns
- Preparation of Federal and State (1040) individual Income Tax Returns
- Preparation of AMENDED Federal and State Business or individual Income Tax Returns
- Preparation of Federal and State Payroll Tax Returns
- Preparation of Sales Tax Returns
- Tax Planning and Preparation Advice year around
- E-filing of Tax Returns and Forms
- Forms 1099, 1098, W-2

Tax Compliance & Representation

- IRS or State Tax Authority Representations
- IRS or State Tax Problem Resolutions
- IRS Tax Compliance
- State Tax Compliance
- Employment Tax Compliance
- Sales Tax Compliance

Business Consulting

- Business Formations (Incorporations, LLCs, Partnerships)
- Buying, Selling, Merging Businesses
- Preparation of Business Plans
- Preparation of Projections
- Preparation of Budgets and Break-even Analyses
- Preparation of Financial Projections
- Preparation of Loan Packages
- Assistance with SBA Financing
- Assistance with Mortgages
- Debt and Loan Restructuring
- Business Valuations
- Business Growth Planning
- Real Estate Tax Planning
- Business Closing and Dissolutions
- Divorce Tax Planning
- Business Succession Planning
- Retirement Planning
- Estate and Tax Planning
- Trusts and Tax Planning