Income Tax Preparation
- From basic individual income tax returns to complex business tax returns and everything in between, we prepare all tax returns with care, efficiency, and due diligence. We prepare tax returns for the following:
- Individuals (Form 1040)
- Small businesses (Form 1120s, Form 1065, Form 1120)
- Trusts (Form 1041)
- Non-profits (Form 990)
- Gift tax (Form 709)
Tax Planning/Consulting
- Our firm can implement various different methods and levels of tax planning to ensure you are in an optimal tax position for the current year and going forward. We cater our tax plans specific to each client while continuously staying up to date on all current tax laws and changes.
- We offer general business and tax guidance and consulting whenever it is needed and/or if there is an opportunity to create a preferential situation, whether that be tax savings created or other ways to save money or create more wealth down the road.
Tax Compliance
- We prepare 1099s at year end and can also prepare quarterly and annual payroll tax returns.
- We can register your business and assist with the filing of sales tax.
- Let us take a look at your prior year tax returns and figure out if there were any tax savings left on the table. If so, we can prepare amended tax returns to correct the mistakes and get you back the money you are owed.
- Avoid the headaches and let us handle all of your messy notices and letters from the IRS and other governmental agencies - we will clear them up for you.
Accounting/Bookkeeping
- Let us manage your books so you can focus on what you do best, running your business. We offer monthly, quarterly, or bi-annual bookkeeping services. For those small businesses who already have their own books (QuickBooks, etc.) let us review, reconcile, and update your books on a periodical basis of your choosing to make sure you have consistently updated and reliable numbers.