Accounting
- Financial statement preparation including;
- Compilation Statements
- Reviewed Statements
- Quickbooks Initial Setup or Conversion from an existing system
- Training
- Consultations
Payroll Taxes
- Quarterly Tax Return Preparation
- W-2s/1099s
- Consultation on compliance with regulations, including Employee vs Independent Contractor issue
Sales Taxes
- Preparation of Sales Tax Returns, including multistate
- Consultations as to applicable sales taxes and interstate issues
Income Tax Preparation
- Individuals, including high net worth and complex transactions
- Corporations
- Subchapter S Corporations
- Partnerships
- LLCs
- Estates
- Trusts
- Special Needs Trusts
- Gift Taxes
- Exempt Organizations
- Qualified Settlement Trusts (QSF)
Representation Before the IRS
- Collection Issues
- Correspondence Examinations
- Office Audit Examinations
- Revenue Agent Field Examinations
- Appeals Conferences
Strategic Business Planning
- Business Start Up
- Choosing the business entity
- Allocation of purchase price for business purchases
- Registration with all government agencies
- Advice on insurance needs
- Setting up accounting system
- Training on software
- Required filings including payroll taxes, sales tax, and income tax
- Recommendation of retirement plans for the business owner and employees
- Tax Planning
- Succession Planning
- Allocations of Sales Price
Financial Services
- College Planning
- Retirement Planning
- Liability and Risk Exposures
- Insurance Needs
- Recommendation of Small Business Retirement Plans
Seminar Presentation
- Small Group Presentations on Business and Tax Topics
- Small Group Presentations on Retirement Planning and College Planning
- Presentations at Professional Organizations
- Continuing Education Programs