Tax Services:
Individual Income Tax Planning and Compliance
Fiduciary (Estates and Trusts, including Special Needs Trusts) Income Tax Planning and Compliance
Estate and Gift Tax Planning and Compliance
Pass-Through Entity Tax Planning and Compliance, including LLC’s, Partnerships, S Corporations
Corporate Tax Planning and Compliance
Tax planning for Real Estate Transactions
Business and Employment Tax Compliance, including Payroll, Sales and Business Property Taxes
Exempt Organization Application and Reporting Compliance
Advocacy in Correspondence with Taxing Authorities and Audit Representation
Assistance with Preparation of Tax Court Petitions and Settlement Conferences
Financial Services:
Small Business and Management Consultation and Planning
Cash Flow and Budget Analysis
Retirement Planning Consultation
Succession Planning Consultation
Accounting Services:
Financial Statement Preparation: Compilation and Review
Forecasts and Projections
Court Accountings for Estates, Trusts, Special Needs Trusts, Guardianships, and Conservatorships
Bookkeeping and QuickBooks Support