Accounting

  • Financial statement preparation including;
    • Compilation Statements
    • Reviewed Statements
  • Quickbooks Initial Setup or Conversion from an existing system
    • Training
    • Consultations

Payroll Taxes

  • Quarterly Tax Return Preparation
  • W-2s/1099s
  • Consultation on compliance with regulations, including Employee vs Independent Contractor issue

Sales Taxes

  • Preparation of Sales Tax Returns, including multistate
  • Consultations as to applicable sales taxes and interstate issues

Income Tax Preparation

  • Individuals, including high net worth and complex transactions
  • Corporations
  • Subchapter S Corporations
  • Partnerships
  • LLCs
  • Estates
  • Trusts
  • Special Needs Trusts
  • Gift Taxes
  • Exempt Organizations
  • Qualified Settlement Trusts (QSF)

Representation Before the IRS

  • Collection Issues
  • Correspondence Examinations
  • Office Audit Examinations
  • Revenue Agent Field Examinations
  • Appeals Conferences