Services

 

Tax Services and IRS Problems

We have over 25 years of comprehensive tax experience serving clients from traditional tax planning and tax preparation, ensuring tax compliance to complex transactional analysis and written tax opinions. You, your family and your business needs are unique. We listen carefully to you so that we may help you develop a clear plan to reach your tax goals in order to minimize your current and future taxes.

  • Tax Preparation and Tax Compliance for Individuals, S-Corporations, C-Corporations, Partnerships, Limited Liability Companies, Estates, Trusts, Foundations, Associations and Not-For-Profits.
  • Tax Research, Analysis and Planning.
  • Internal Revenue Service, state and local representation for audits, examinations, letters of inquiry, unfiled or late returns, liens, levies and tax penalties.
  • Income, Retirement and Estate Tax Planning and Consulting.
  • International and Expat Tax Services; Preparation and Compliance.
  • Payroll Taxes; Preparation, Compliance, Reporting and Processing.
  • Multi-state and local tax preparation and compliance.
  • Sales and Use Taxes; Preparation, Compliance, Reporting and Processing.
  • Admitted to practice and represent taxpayers before the Internal Revenue Service, all states and all local jurisdictions.

Accounting and Bookkeeping Services

Receiving timely financial information is critical for any business. We ensure that you receive all the financial information necessary to run your business and assist in making managerial decisions. Our firm is a member of the QuickBooks Pro-Advisor Program, allowing us to design an accounting and financial system specifically tailored to your business needs.

  • Compiled financial statements for internal managerial purposes (monthly or quarterly).
  • Monthly bookkeeping services and systems for timely, accurate recording of your business transactions. We can provide complete bookkeeping services and/or train and work with your in-house staff for additional support.
  • We can assist you in the set up your in-house accounting system using QuickBooks, Sage 50 or a more robust platform such as Sage 100, in addition to providing on-going support to ensure your system delivers the accurate, timely information you need to manage your business.
  • Personal financial statements and trust accounting services.

Business Services

  • Business Start-Up Services. We can help you with entity choice (C Corporation, S Corporation, Partnership, Limited Partnership, Limited Liability Company) which will have significant tax and equity/ownership consequences impacting the company and its owners over the life of the business. We can provide you pro-forma budgets and a solid plan to help you reach your business short and long-term goals.
  • CFO Services; Company Performance, Business Affairs.
  • Pro-forma Forecasts, Projections and Budgets.
  • Merger and Acquisition Services; Strategic Planning, Tax Consequences, Negotiations.
  • Financing; Bank Loans, Private Funding.
  • Profit Enhancement Services.

Individual and Family Services

  • Estates and Trusts; Accounting and Tax Services.
  • Planning and Family Budgets.
  • Retirement Planning.
  • Planning for Higher Education.
  • Buying or Selling a Home.
  • Obtaining a Mortgage or Loan.
  • Divorce or Separation; Tax and Financial Planning
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(904) 396-7719
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