Services
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 is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Business Income Tax Preparation and Planning
Whether you are an LLC, Sole Proprietor, Partnership, S-Corp, or C-Corp, we can help you proactively manage your business tax issues including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business, such as the Payroll Protection Program (PPP) and the Employee Retention Tax Credit (ERTC).
Personal Income Tax Preparation and Planning
Effective Income tax preparation and planning can help you to minimize your future tax liability. We have expertise in preparing complex tax returns including multi-state returns, rental/royalty income, pass-through income (K-1), Educational Tax Credits, Dependent Care Tax Credits, etc. We can file your federal as well as state tax returns in multiple states. We understand how the latest federal, state and local tax legislation and other developments affect your return and we are constantly identifying new ways to reduce federal, state and local tax liabilities.
Non-Resident Income Tax Preparation and Planning
We can prepare your Non-resident U.S. Income Tax Return, including applying for ITIN’s for you dependents. We can help you transition from being a non-resident tax payer to U.S. resident tax payer status, regardless of you Immigration status. We have experience analyzing complex situations such as Foreign Tax Credits vs Foreign Income Exclusion, Tax Treaties, etc.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Retirement Tax Planning
Retirement tax planning is critical in these uncertain times. Whether you are developing a retirement tax plan for yourself or choosing a retirement tax plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement tax plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
We are a QuickBooks Certified ProAdvisor. For QuickBooks Online and QuickBooks Desktop users, we can work within your existing software to provide custom backend services, reconcile your accounts, finalize your financial statements and align your QuickBooks data with your Business Income Tax Return.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Preparation
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Financial Statements & Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We deliver financial statements and compilation reports that are clear, concise and that can provide information and insight to help you run your business more effectively.
Business Consulting and Start Up
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. And, whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.