Services

We provide a personalized approach.

Individual Tax Planning & Tax Services

  • Federal and multi-state income tax filing
  • Income tax projections
  • Estimated tax payments
  • Retirement planning
  • Estate planning

Business Tax Services

  • C and S Corporation tax return filing
  • Partnership and LLC tax return filing
  • Multi-state tax issues
  • Year end 1099s
  • Business licenses
  • State and foreign backup withholding

Estate, Trust & Gift Services

  • Estate and gift tax return filing
  • Trust income tax filing
  • Trust and court accounting
  • 990PF

Accounting & Bookkeeping Services

  • Full service or ala carte bookkeeping
  • Monthly, quarterly or annual accounting
  • QuickBooks setup
  • QuickBooks cleanup
  • Payroll services
  • Bill pay
  • Sales tax reporting, 1099s and business licenses

Real Estate Services

  • Partnership and LLC income tax filing
  • 1031 exchanges
  • Deal structure planning
  • Tangible Property Regulations
  • Development and construction accounting
  • Consultation in selling and buying real estate
  • Multi-state tax issues