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