– Tax Preparation
– Tax Planning
– Business Entity Selection and Formation
Our firm prepares all individual, business and estate federal and state returns, including all states with income tax filing requirements. Tax returns will be processed and reviewed by our firm for accuracy and any additional tax savings opportunities. Electronic filing is available at no extra charge. Payments and refunds can be handled electronically. We provide audit support in the event a return is selected for audit. We assist in the resolution of IRS and State notices.
Changes to your financial and personal life can result in significant changes to your tax liabilities. Our tax planning services will provide you with the best strategies for future tax years. We monitor the tax laws to minimize federal and state taxes. Your tax return results should not be a surprise to you. Our planning will offer you more control of you tax liabilities.
Business Entity Selection and Formation
It is important to understand the tax requirements when establishing a new business. We can get you started on the right track in deciding what type of entity is best for you. We will also guide you in the business registration, tax requirements and accounting for your business.
We also provide bookkeeping services, or we will advise and support you and your bookkeeping staff. We support Quickbooks bookkeeping system and can also assist with the spreadsheet record keeping and required filing related to bookkeeping. We can do your bookkeeping for an agreed fee and/or review your self-prepared reports.