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