Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

OUR SERVICES

BOOKKEEPING

  • Quickbooks Bookkeeping
  • Consulting and training on Quickbooks
  • Financial statement preparation and analysis

CORPORATE AND PARTNERSHIP TAX PREPARATION AND PLANNING

  • Assistance in choosing a business entity
    • S Corporation Elections
    • C Corporations
    • Partnership Formation
  • Preparation of corporate and partnership tax returns
  • Corporate tax planning

ESTATE AND TRUST TAX PREPARATION

  • Preparation of final tax returns
    • Final 1040
  • Tax Returns
    • Estate form 706, 1041
    • Gift tax form 709
    • Trust form 1041

IRS REPRESENTATION AND NOTICES

  • Handling and correspondence to IRS Notices and requests to pay
  • Assistance with IRS audits
  • Personal representation with IRS from an Enrolled Agent

NON PROFIT TAX PREPARATION

  • Preparation of form 990 returns (qualifying non-profits)
  • Preparation of form 1023 (tax exempt letters)

PAYROLL SERVICES

  • Filing of required payroll tax payments and documentation
  • Filing of form 941, state and federal
  • Filing of sales tax payments
  • Filing of unemployment taxes

 

RETIREMENT AND COLLEGE PLANNING

  • Tax implications of retirement and education plan contributions including
    • 401K
    • IRA
    • Qualified Plans
    • 529 Education Savings Plans

TAX PLANNING AND PREPARATION- INDIVIDUAL

  • Form 1040 preparation
    • Federal
    • All states
  • Individual tax consultation
  • Tax planning for changes in tax codes and tax situations
  • Individual tax preparation including small businesses and rental properties

 

Call today to schedule an appointment!