Individual Income Tax Returns
- All state returns available
- Electronic filing
- Representation at IRS and state audits
- Year-end tax planning and financial consulting
- Part-year and non-resident returns
- Foreign disclosures (FBAR, FATCA)
Fiduciary Income Tax Returns
- Estate and gift tax returns
- Multi-state returns
- Representation at IRS and state audits
- Year-end tax planning and financial consulting
- Split-interest Trusts and Private Foundations Court inventories and accounts (for probate purposes)
Business Income Tax Returns
- Partnerships, Limited Liability Companies, C-corporations and S-corporations
- Multi-state returns
- Representation at IRS and state audits
- Part-year and non-resident returns
- Year-end tax planning and consulting
Bookkeeping & Accounting Services
- All types of record keeping
- Bank reconciliations
- Payroll services and payroll tax reporting
- General ledger maintenance
New Business Start-ups
- Obtain a Federal ID number
- Payroll tax registrations
- Entity selection
- Record keeping requirements
- Retirement plan options
- Fringe benefit planning
- Cash flow analysis and budgeting
