Our Services
Tax Preparation & Planning
Individual, partnership, corporate, HOA, Trusts, and Gift Tax returns. We offer in person tax preparation specially catered for small and medium sized business owners and their shareholders. We understand that no two tax payers are alike and can meet each individuals needs for tax preparation and planning.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision and we can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Tax & Financial Analysis
When a business is able to undertake strong tax and financial analysis, it opens up new opportunities to improve management, planning and decision making. Tax and financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of tax and financial analysis to support the continue prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Representation
If you or your business face an IRS tax or State tax issue, whether it’s a matter of tax debt, a tax audit or a collection issue, we can offer you tax help with an experienced, professional defense. We negotiate and work with IRS/State procedures to ensure that you are properly represented when dealing with them and other tax authorities. We also work with them to stop collection actions and come to the best resolution possible.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.