Tax and Accounting

Tax

Tax services include the preparation of federal and state income tax returns for all business, not-for-profit organizations, and personal entities including individuals, estates, trusts, partnerships and corporations as well as business and individual tax planning and consulting.

Our tax planning service goes far beyond filing a tax return. We assist new businesses with basic ownership options and tax consequences and guide growing businesses through year-end planning and projections. We offer a broad range of consulting services that include evaluating material transactions, mergers and acquisitions, international taxation strategies, and estate and trust planning.

Assurance and Related Services

Services in this category include audit, review and compilation of business and personal financial statements. We prepare GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business’s full profit potential. We also assist in the preparation and review of budgets, forecasts and projections on a case-by-case basis.

Through the utilization of automated audit and accounting software and extensive planning, engagements are completed in an efficient and timely manner.

IRS 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 to help reduce your tax liabilities.

Bookkeeping and Payroll

Our firm provides full-charge bookkeeping services such as general journal maintenance, bank statement reconciliations, and receivables and payables tracking and analysis, as well as the preparation of monthly or quarterly balance sheets and income statements.

We offer complete payroll services, including the preparation of federal and state quarterly and annual payroll tax returns and sales tax returns.