Business Services
- Accounting
- Financial statements for management purposes only
- Compilations
- Quickbooks and Quicken bookkeeping
- Tax preparation for Sole Proprietorships, C corporations, S corporations, Partnerships, Limited Liability Companies (LLCs), Estates and Trusts
- Entity choice consulting
- Payroll
- Federal Income tax planning and consulting
- Multistate income and sales tax planning and consulting
- Business advisor, controller, CFO
- Audit representation before federal, state and local tax authorities
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Individual Services
- Income tax preparation
- Tax planning
- Audit representation before the federal and state tax authorities
- State residency and domicile issues
- Estate and gift tax returns, forms 706 and 709
- Withholding and estimated taxes
- International tax issues
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Transactional Services
- Buying or selling real estate
- Section 1031 exchanges
- Casualty and theft losses
- Buying or selling a business
- Lease v. buy consulting
- Asset allocation
- ESOP
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Retirement Planning
- Roth and traditional IRAs
- 401(k), SEP, SIMPLE and other company retirement plans
- Saving for college
- Health Savings Accounts
- Social security maximization
- Estate planning
- Business succession
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