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