Services

Individual Tax Practice & Planning

• Tax return preparation and efile
• Tennessee Hall income tax  
• Planning and projections to minimize tax expense
• Planning for new and proposed tax laws 
• Representation before the Internal Revenue Service and other taxing authorities

Business Tax Practice & Planning

• Tax return preparation and efile
• Tax return preparation for partnerships, limited liability companies, corporations, and Subchapter S corporations.
• State franchise and excise tax returns  
• Planning to minimize tax expense
• Tax research related to complex business issues 
• 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

 

• Efficient audits of 401(k), 403(b) and defined benefit plans subject to ERISA
• Member of the Employee Benefit Plan Audit Quality Center
• Provide tax preparation services for th 5500 filing requirement
• Assistance with EBSA Delinquent Filer Voluntary Compliance Program
• Assistance with EBSA Voluntary Fiduciary Correction Program
• Consulting services related to employee benefit plans

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  

Business Valuation Services

• The purchase or sale of a business or certain assets
• To assist in arranging financing
• Business succession planning
• Income, estate and gift tax compliance and planning
• Marital dissolution
• Financial reporting  

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
• QuickBooks setup and employee training
• Bills and invoicing set-up
• Phone and remote access support
• Monthly/quarterly/annual review of QuickBooks