Below are several services and areas of expertise we provide. Please call or email even if you have additional questions not listed below.
- Tax Preparation-Assist with all types of tax returns including individual, corporate, partnership, LLC, trust, not-for-profit, pension, gift and estate tax returns. We are able to file tax returns for all states.
- Tax Management Services – Assist you with tax planning and options to minimize tax liabilities and maximize cash flow to reach your goals. Experienced with tax analysis including the recently new tax laws.
- Accounting Services including Quickbooks– Reviewing financial statements and your general ledger. Help you with any Quickbooks questions. Will review all transactions to be able to file complete and accurate tax returns. Working on cash flow budgeting and forecasting.
- Pension Plans and Retirement Planning – Help decide on which pension plan to use, calculate the maximum tax savings now and to help you reach your retirement goals in the future.
- IRS Representation – Assist you all the way with any audits or notices from federal and state agencies.
- Litigation Support and Forensic Accounting – Help with distressed companies including dissolving companies and starting liquidating trusts. Services include determining economic loss, analysis of financial records, and fraud and theft investigation. Review financial and personal records.
- International Taxation – Experience with taxation of United States individuals and companies doing business and working abroad as well as foreign citizens working and having businesses in the United States.
- Dual Status Taxpayers – The first year that the taxpayer has moved to the United States has several complex issues and additional tax filings and tax forms that we can help you with including requesting ITIN numbers for people who aren’t able to get social security numbers.
- Entity Selection and Restructuring – Help with setting up businesses and also restructuring them when advantageous.
- Debt and Finance Advising – Assist in reviewing difference options for debt financing to reduce tax and increase cash flow.
Recent Comments