With more then thirty years of experience!
Income tax planning and preparation:
Delivery of your completed returns is not the end of our services. We welcome hearing from you whenever there is a change that might impact any estimates or assumptions we made when the prior year's returns were done. If you pay estimated taxes and a change affects those prepared with your return, we will revise them to avoid a penalty for under estimation of taxes.
New Business Development services:
- Selection of Business Entity
- Start up State and Federal Registrations
- Monthly Transactional Processing and reporting
- Quarterly compliance reporting and filing
- Annual reporting and filing
Tax Return Preparation
- Individual - Estimated taxes for the next year are prepared whenever a tax deficiency exists on the current return. Our goal is to meet the safe harbor for prospective quarterly tax payments so no penalties will be accessed.
- Federal 1040
- States (where applicable)
- State and Federal Business Taxes
- Partnership and LLC
- Sole Proprietorship
- Estate & Trust FILINGS
- Gift Taxes