Individual and Corporate Tax Services
Financial Statements and Compilations
We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to outside parties which can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
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Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
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Tax Consulting
Tax laws change frequently, and many individuals and business owners are unaware of the myriad of rules that govern deductions, credits and reportable income. As a result, the average taxpayer may make mistakes that can result in the underpayment or over payment of taxes. If the taxpayer underpays his taxes, he may be subject to an IRS audit, with possible penalties. When a taxpayer overpays taxes, they lose money that’s rightfully theirs. A good tax consultant understands tax laws, and will use strategies that minimize obligations while also reducing the chance of an audit that could lead to a conflict with the IRS or with a state tax agency. In addition, tax consultants can prepare tax returns and other documents on behalf of their clients. Our many years of expertise, will ensure that you are getting the most up to date Tax advice.
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IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. Our CPA and Former IRS Agent is more than qualified to represent you before the examination division of the IRS. Talk to a Professional who stands out from the rest and who can truly apply accounting principles, interpret tax laws, knows government regulations and understands the Tax Code because he successfully enforced these for many years while working for the Internal Revenue Service (IRS). Often times we can save taxpayers many times the cost of attorney representation and quickly bring the audit to a close. You will get the help you need, the right options for your situation and real resolutions, at a reasonable cost.
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Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
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Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future 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 readily apparent. By having us on your team, you are more likely to benefit from those opportunities. Our tax experts have extensive experience in preparing Federal and State tax returns for C Corporations, S Corporations, Partnerships, Trusts, Estates and Not-for-Profit Organizations. 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.
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