Individual and Business Tax Practice & Planning

• Individual tax return preparation
• Business tax return preparation for partnerships, limited liability companies, corporations, and Subchapter S corporations
• Planning to minimize tax expense
• Representation before the Internal Revenue Service and other taxing authorities

Estate & Gift Tax Preparation and Planning

• Preparation of estate, gift, and fiduciary tax returns
• Estate and gift tax planning
• Representation before the Internal Revenue Service and other taxing authorities
  

Audit and Attestation Services

• Compiled financial statements
• Reviewed financial statements
• Audited financial statements
• Single audits
• Agreed-upon procedures
  

Monthly Accounting / Bookkeeping

• Monthly and quarterly bookkeeping services
• Financial statement preparation
• Depreciation schedules and strategies
• Complete business management services
• Payroll services
• Payroll tax report preparation
• Business tax return preparation
• Sales tax report preparation
• Accounting system setup
  

Employee Benefit Plans

• Audits
• Preparation of Form 5500
  

Business Consulting

• Lease vs. purchase analysis
• Cost segregation studies
• Budgets and projections
• Selection of entity type
• Contractor’s license applications and renewals
• Like-kind exchanges
• Merger, acquisition, and sale transactions
  

Nonprofit Accounting & Tax Services

• Audited, reviewed, and compiled financial statements
• Preparation of non-profit status application (Form 1023)
• Preparation of federal tax/informational returns (Form 990 and 990-T)
• Charitable solicitations applications and renewals
  

QuickBooks™ ProAdvisor Certified

• We offer QuickBooks™ Support, Training, & Installation