If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm offers a full range of professional services while at the same time providing you with the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Return Preparation
We have the expertise and experience to prepare complete and accurate returns of these types:
- Income tax for all entity types
- Estate tax
- Gift tax
- Information returns
- Payroll
- Sales and use tax
- Personal property tax
We are experienced in preparing complex returns that include:
- Rental activities, whether passive activities, activities with active participation, or activities of a real estate professional
- Business income
- Farm income
- K-1s, including those from hedge funds
- Stock transactions
- Stock options
- 1031 exchanges
We prepare returns for all states and for prior years.
Tax Planning
We prepare and update tax projections over one or more years with different scenarios of income and deductions.
We help you determine how to maximize tax deductions and tax credits that are available to you.
We calculate the amount of estimated income tax and tax withholding from wages, pensions, retirement plan distributions, and investment income, to ensure you pay your tax liabilities throughout the year and avoid penalties for the underpayment of tax.
We assist you and your legal advisor with analysis to support gift and estate tax planning.
Tax Compliance
We advise you on filing requirements, due dates, and compliance requirements to help you fulfill your Federal and state tax responsibilities.
We respond on your behalf to requests from tax authorities for tax returns and for information they need to process or verify your returns.
Bookkeeping
We assist in or fully perform the bookkeeping functions for your personal, business, or entity needs.
We process payroll checks and direct deposit, keep records of accrued vacation, sick pay, and personal time off, and prepare payroll reports and payment vouchers for payroll tax deposits.
Trust and Estate Support
We have the knowledge and experience to prepare fiduciary accounting reports and trust funding plans.
Financial Organizing
We assist trustees and executors in gathering the financial records necessary for tax return preparation and for reporting to beneficiaries, heirs, and the courts.
We assist individuals, businesses, and other entities in gathering the financial records necessary for tax return and tax report preparation to be done by another professional.