Tax Services:
In keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Tax services offered include but are not limited to:
- Tax planning & return preparation.
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift.
- Non-Profit Organizations
- Tax authority representations
- Divorce & support issues.
- Tax effects of buying/selling a business.
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Accounting Services:
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger & financial statement preparation.
- Bookkeeping (monthly, quarterly or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
Estate and Trust Planning and Tax Preperation:
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Financial & Retirement Planning:
Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
IRS Representation:
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
