Tax Services

Tax Preparation & Planning

Effective tax preparation and planning will help you to reduce your tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.

Not all tax planning opportunities are obvious. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

IRS Representation

An IRS audit can be an intimidating and complex process – be sure you are properly represented! We have represented our clients on hundreds of IRS cases. Whether you are facing an audit or have avoided filing, we will work with the IRS and other tax authorities to negotiate a settlement.

Tax for Estates and Trusts

There are many types of Estates and Trusts. The IRS rules for Estates and Trusts are complicated, and guidance on new laws is issued regularly. Are you are the trustee of an Estate or creating a Trust for a relative or person with Special Needs? Our experienced enrolled agents will help you plan to minimize your tax burden and prepare returns that comply with the latest tax rules.

Accounting Services

Start A New Business

Starting a new business? The business entity (LLP, LLC, sole proprietorship, partnership, corporation, etc.) that you select for your business has enormous financial and tax implications. We will explain each choice and its tax implications so that you can make the right decision. Each state has its own filing requirements and tax laws, and no matter which state you are in we will help you file and register to do business. And as your business grows and changes, the type of business entity you choose may need to change also.

Using an outdated accounting system or software? There are many options and it is important to choose a solution that meets the needs of your business now and in the future while also providing a necessary level of security. We will analyze the nature of your current business and financial transactions and your emerging needs to identify and implement a software that is flexible enough to grow and change with your business.

Accounting & Payroll Services

If your business does not currently have bookkeeping and accounting staff, or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Financial Statements and Audits

Financial Statements are key to managing your business and representing you business to investors, partners, potential buyers and loan officers. We will work with your records and key personnel to develop and release accurate quarterly and annual financial statements.