• 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