Services
Accounting
- Reconciling bank statements
- Reconciling credit card statements
- Cash flow analysis
- Internal control analysis
- Financial statement preparation
- Preparing budgets and projections
- Accounting policies and procedures
- Accounting software selection, implementation and support
- QuickBooks installation, training & support
- Providing interim, on-site accounting staff
- Sales and/or use tax filings
- Paying bills
Entity Setup & Advisory
- Business Entity Formation – Partnership, LLC, S-Corp, C-Corp, etc.
- Entity Type & Tax Classification Consultation
- EIN Application & IRS Registration
- Business License & Permit Guidance
- Payroll Tax Account Application
- Sales Tax Account Application
Tax Return Preparation
Our team is dedicated to helping you maximize tax savings while ensuring full compliance with applicable laws and regulations. We offer comprehensive support across all aspects of tax compliance, procedural guidance, and return preparation.
- C and S corporation returns
- Consolidated returns
- Individual returns
- Partnership, limited partnership, LLC and LLP
- Trust and estate fiduciary returns
- Estate and gift tax returns
- Forms 1099
- Forms W-2
- Payroll report forms
- Electronic funds transfer registrations
- Sales tax report forms
- Tax-exempt organizational returns
- Elections
Planning & Consulting
Our team delivers strategic planning and consulting services tailored to businesses and executives. We evaluate your specific circumstances and objectives within the current tax landscape, offering innovative, timely, and practical recommendations to help you achieve your financial goals. Planning/consulting in these areas:
- Federal tax
- State and local tax
- IRS/state tax representation
- Business formation/entity selection
- Estate planning
- Mergers and acquisitions
- Succession planning
- Lease vs. buy analysis
- Deferred compensation
IRS/State Tax Representation
Our team provides experienced representation in preparing and defending your position before the IRS and state tax authorities. We bring 20 years of expertise in advocating for both businesses and individuals across a wide range of industries and circumstances. With a deep understanding of federal and state procedures and expectations, we proactively brief you on potential outcomes to minimize surprises. Our firm is committed to delivering clear communication, strategic insights, and well-supported arguments to help resolve matters efficiently and cost-effectively.
Litigation Support
We provide comprehensive litigation support services to attorneys, corporate executives, business owners, and government agencies, offering tailored expertise across a broad spectrum of legal and financial matters.