Tax services

Successful Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Services

Audit and Accounting Services

Audits

Corporate
Not for profit
Homeowners and CIRA
401(k) and defined benefit plans
403(b) tax sheltered annuities
Reviews
Compilations
Bookkeeping and Write-up
Cashflow and Budget Analysis

Tax Services

Successful Tax Planning and Preparation
Estate & Trust Tax Preparation
IRS Representation
Payroll Services
Sales Tax

Business Advisory Services

Business consulting
Business entity selection

Management Advisory Services

Estate Planning
Expert Witness Services
Litigation Support
Forensic Accounting