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Services

 

Our firm offers a broad scope of services to our individual and business clients. We have specialists on staff in the areas listed below. Please feel free to inquire about a service if you do not see it listed.  If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 


Accounting & Payroll Services
Audit Representation & IRS Problem Resolution
Taxes Preparation
Other Services

Accounting & Payroll Services

Our firm offers the knowledge and skills to assist your business with any of the following accounting & bookkeeping services:

• General ledger & financial statement preparation

• Bookkeeping (Monthly/Quarterly/Annual)

• Accounting system setup for new businesses

• Business tax return

• Preparation (Sales & Use/Business Property)

• Personal financial statements


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Audit Representation & IRS Problem Resolution

When you need IRS help, consider having us on your side. Our firm specializes in dealing with the IRS and state tax agencies so you don't have to.

• Audit Representation

• Delinquent Tax Returns

• Offer In Compromise

• Payment Agreements

• Abatement of Tax Penalties

• Wage Garnishment Release

• Bank Levy Release

• Innocent Spouse Claims

• Revenue Officer Assistance


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Tax Preparation

We provide income tax preparation and consultation services for individuals and businesses.

• Tax planning & return preparation

• Individuals

• Corporations

• Partnerships

• LLCs/LLPs

• Not-for-profit organizations

• Tax effects of buying/selling a business


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Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas.

• Business Start-Up Assistance

• Incorporation/LLC

• Partnership Formation

• Buying/selling a business

• Retirement Decisions

• Education Planning

• Health Planning


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