Business
- Income tax return preparation – Federal and any state
- Partnership
- Corporate
- Small business corporation
- Not for profit
- Gift
- Electronic filing of all federal and most state returns (some exceptions apply)
- Tax problem resolution
- Income tax planning and consulting
- General business consultations
- Entity type benefits and requirements
- Bookkeeping systems and procedures
- Financial statement preparation and review
- Tax planning and asset acquisition timing
- Tax problems resolution – Federal and State
- Incorporations
- Quickbooks consulting and setup (Quickbooks Pro Advisors)
- Bookkeeping & Payroll
- Monthly/Quarterly bookkeeping services
- Sales and use tax returns
- Payroll preparation services
- Payment initiation as directed for payroll taxes
- Quarterly payroll report preparation
- Annual W-2 preparation
- Assist in preparation of company books for audits and reviews to be performed
- Year end tax preparation
- Not-for-profit organizations
Individual
- Income tax return preparation – Federal and any state
- Individual
- Trust
- Estate
- Gift
- Electronic filing of all federal and most state returns (some exceptions apply)
- Tax problem resolution
- Income tax planning and consulting
- Estate planning
- Your own estate
- For family members with special issues (disabilities, Alzheimer’s, etc.)
- Retirement planning
- Timing of retirement payouts (IRAs, 401k, etc.)
- Calculation of retirement requirements/assets available
