Tax Planning & Tax Preparation
Both individuals and organizations face increasing challenges when trying to stay compliant with the ever-changing landscape of tax law — while also keeping liabilities and costs down. We can help you successfully navigate the changes while minimizing your liability.
Our goal is to deliver value by minimizing financial & compliance risk while increasing savings and profitability. We understand the link between your business taxes and personal taxes and seek tax planning strategies with both business and personal needs in mind.
We can prepare federal, state, and local returns, including amended returns for every type of entity, including:
- C-Corporations (Form 1120)
- S-Corporations (Form 1120-S)
- Partnerships (Form 1065)
- Limited Liability Companies (Form 1065)
- Sole proprietorships (Form 1040, Schedule C or Form 1040, Schedule E)
- Foreign corporation with a presence in the US (Form 1120-F)
Accounting Services
We offer a broad range of financial reporting services to meet the needs of various types of businesses.
Bookkeeping
If your company uses QuickBooks or would like to transition to QuickBooks, we can assist in setting up your business account and can even manage your books entirely.
We will work together with your company to ensure that your books are accurate and up-to-date. If you prefer to handle the day-to-day of the books internally, we can can oversee the process and ensure that the books are in proper order. We also provide full service bookkeeping in QuickBooks if you prefer to focus on your business while we manage the books.
IRS Representation
Our professional team has experience dealing with many taxing authorities ensuring our clients are properly represented before the various federal and state tax agencies.