Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns for individuals and businesses at competitive, affordable rates. We will work with you year-round in order to minimize your total tax liability.
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. We can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
We also offer the following services:
Cash Flow & Budgeting Analysis
Business Succession Planning
Buying & Selling a Business
Consulting Services
Debt & Financial Services
Estate, Gift and Trust Tax Return Preparation
Financial Forecast and Projections
Financial Planning
Investment Review
Management Advisory Services
Mergers & Acquisitions
Pension & Profit Sharing Plans
Professional Payroll Service
QuickBooks Consulting
Retirement Planning
Sales Tax Services