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Tax planning enhances success for our many individual and business clients. Whether you are an individual or a multi-tiered partnership, our experience can develop tax strategies that take advantage of new tax laws and legislation.
Tax Preparation (Personal)
After determining which filing status is to your advantage, we will prepare your federal return plus any and all states that are necessary to file a complete and accurate return.
Tax Preparation (Business)
We prepare all types of business returns including S Corporations, Limited Liability Companies, C Corporations, Partnerships, Sole Proprietorships, and Farm Returns. In addition we will prepare your Employment tax returns on a quarterly basis, and assist in payroll preparation.
Tax Preparation (Estate, Gift, and Fiduciary)
We prepare Estate and Gift Tax Returns. Additionally, we prepare income tax returns for Estate and Trusts, including Charitable Trusts. Professional preparation of these returns is done with confidence and sensitivity. Finally, we provide consultation regarding Estate and Trust tax planning.
Business Entity Selection
Choosing the form of entity of your business (e.g. “S” Corporation, LLC, sole proprietor…) is a crucial decision that can have major tax implications, positive or negative. We will assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Utilizing our financial planning division should address all areas of concern.
We have many years of experience dealing with various taxing authorities. Twenty one years of service within the Internal Revenue Service has provided a background of knowledge that is utilized in the practice. We have achieved a level of competence that can ensure our clients that they are being properly represented before the various federal and state tax agencies
- Delinquent Taxes/Returns
- Offer in Compromise