OUR SERVICES
Tax Services (Individual & Business)
Services for Businesses & Corporations
Tax Services (Individual & Business)
- Federal and State Tax Return Preparation (including eFile)
- Foreign Tax Preparation and Filing
- Review of Tax Returns Prepared by someone else
- IRS Audit Assistance / Representation
- Filing of Back Tax Returns
- Amending Tax Returns
- IRS Payment Plans
- Bankruptcy
- Record and Bookkeeping
Services for Individuals
Services for Businesses & Corporations
Tax Services (Individual & Business)
- Cash Flow Management
- Tax Planning
- Personal Financial Planning
- Investing (Personal & Retirement accounts)
- Buying Decisions (Buy v. Lease a car, Own v. Rent housing, etc)
- College Savings
- Credit Card or Other Debt Consultation
- Retirement Planning
- Savings Planning (wedding, children, house, car, new business, etc)
- Inheritances
- Insurance Needs
- Personal Financial Statements
- Estate Planning
- Technology Assistance
Services for Businesses & Corporations
Services for Businesses & Corporations
Services for Businesses & Corporations
- Forming a New Business
- Dissolving a Business
- Payroll & Sales Tax Filings (and audit assistance)
- Cash Flow Management
- Compilations, Reviews & Audits
- Bookkeeping Services
- QuickBooks Setup, Maintenance & Training
- Ownership Changes
- Investing (Retirement and profit sharing accounts)
- Merger & Acquisition / Due Diligence
- General Business Consulting
- POS Cash Register Upgrade & conversion consultations
- Business Automation such as Automatic Recording of Sales, Cash Receipts, etc.
- Tax & Financial Planning Employee Benefit Plans
- Strategic Planning (pricing reviews, types of corporations, long term business plans)
- CFO / Controller Services
- Payroll & Billing Services
- Executive Consulting
- Budgeting and Forecasting
- Non-profit Organizations
- Business Valuations
- Internal Controls
- Profit Enhancement
- Technology Assistance