Services

Tax Management

Tax Management

Income tax returns for individuals, corporations, partnerships, exempt organizations, estates, and trusts Analyze tax consequences of proposed transactions Prepare year end projections to minimize tax liabilities Represent clients during audits by tax agencies Non-filed tax returns/Back taxes owed IRS Payment Plan

Accounting

Accounting

• General ledger and financial statement preparation

• Bookkeeping (monthly, quarterly, annually)

• Accounting system set up and support

• Payroll processing

• Cash flow budgeting and forecasting

• Personal financial statements

• Employee benefit & profit sharing plans

• Corporate tax planning and return preparation

• Estate and trust accounting • Bank reconciliations

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Estate & Trust

Estate & Trust

Preparation of estate tax return Preparation of annual trust income tax returns Estate and trust accounting Preparation of annual gift tax returns Coordinate w/ your legal counsel for creation and utilization of trusts and family limited partnerships.