Tax Services For Individuals:

• Income tax planning and tax return preparation
• Estate and gift tax planning
• Comprehensive personal financial planning
• Special projects e.g., education funding, loan comparison analysis, lease vs buy analysis
• IRS Representation and dispute resolution
• Multi-State tax planning and compliance

Tax Services For Your Business:

• Tax return preparation
• Income tax planning
• State and local tax planning
• Choice of entity selection
• Merger, acquisition, and business succession planning
• Deal structuring for favorable tax consequences
• Tax controversy resolution and IRS negotiations
• Multi-State tax planning and compliance

Accounting Consulting Services:

• Maintain accounts payable
• Maintain general ledger and journals
• Prepare budgets, cash projections & forecasts
• Assist with loan applications & negotiations
• Adjust and close the books
• Train or assist your internal staff with accounting procedures and software
• Establish accounting policies and procedures
• Advise on business planning and management matters
• Provide interim/contract controllership services
• Compile or review financial statements
• Assist with accounting software selection, implementation, training and support
• QuickBooks training and support