Tax services for individuals:

• Income tax planning and tax return preparation
• Estate and gift tax planning
• Comprehensive personal financial planning
• Special projects e.g., education funding, loan comparison analysis, lease versus buy analysis
• IRS Representation and dispute resolution
• Multi-State tax planning and compliance

Tax services for your business:

• Tax return preparation
• Income tax planning
• State and local tax planning
• Choice of entity selection
• Merger, acquisition, and business succession planning
• Deal structuring for favorable tax consequences
• Tax controversy resolution and IRS negotiations
• Multi-State tax planning and compliance

Accounting Consulting Services:

• Maintain accounts payable
• Maintain general ledger and journals
• Prepare budgets, cash projections & forecasts
• Assist with loan applications & negotiations
• Adjust and close the books
• Train or assist your internal staff with accounting procedures and software
• Establish accounting policies and procedures
• Advise on business planning and management matters
• Provide interim/contract controllership services
• Compile or review financial statements
• Assist with accounting software selection, implementation, training and support
• QuickBooks training and support

We are required by IRS Circular 230 to inform you that any statements contained herein are not intended or written to be used, and cannot be used, by you or any other taxpayer, for the purpose of avoiding any penalties that may be imposed by federal tax law.