Services
Contact us today to schedule your new client consultation and see how we can help with your business or personal financial needs.
Individual Tax Services
- Preparation of Federal, State and Multi-State Returns
- Deductions and Credit Optimization
- Tax Planning and Strategy
- Tax Implications for Retirement
- Contributions
- IRS Response Support and
- Representation
- Amendments
Self Employed and Business Tax Services
- Preparation of Federal, State and Multi-State Returns for corporations, partnerships, self
employed individuals and tax exempt organizations - Tax planning and strategy
- Business Entity Selection Assistance
- Cash Flow Analysis
- Transaction Planning for Sales and Acquisitions
Other Tax Services
- Preparation of Trust & Estate Tax Returns
Consulting and Other Projects
- Accounting & QuickBooks Assistance
- LLC and Entity Formations
- Financial Best Practices
- Tax Mitigation Planning
- Transaction Planning for Sales and Acquisitions
- Other Projects as Determined at Consultation