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Tax return
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Tax Management Services – preparation, planning, problems

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


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accounting service pic
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Accounting Services

  • 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
  • Payroll and Sales Tax services
  • AR & Revenue Recognition
  • Bank statement reconciliation
  • Variance analysis
  • Fixed Asset Accounting

Assurance and Advisory Services & Financial Projections and Forecasts

  • Debt and finances advice
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession
  • Compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, & support


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Estate and Trust  – Planning, Accounting, Administration, Tax Preparation

  • 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.