Tax Preparation & Planning

We provide a wide range of tax services, including preparation of personal, corporate, partnership and trust tax returns. Through our planning and consultation services and with the aid of leading, comprehensive tax software, we are able to propose strategies for tax minimization.  Other services include, but are not limited to:

• Personal Income Tax Consultations and Planning

• Personal Income Tax Preparation

• Multi-State Tax Filings

• International Tax Filings

• Pension and Retirement Tax Planning

• Business Tax Planning and Return Preparation

• Estate, Trust and Gift Taxation

• Assistance with taxing agency inquiries and controversies

• Representation before the IRS

• Tax planning including “what if” scenarios to minimize your tax obligations

• QuickBooks set-up and consulting (QuickBooks Certified ProAdvisor)

• Sales and Payroll Tax Returns

General Accounting

We specialize in Quickbooks installation and training to assist our clients in the processing of internal financial information.  We also prepare compiled and reviewed financial statements on a monthly, quarterly, semi-annual basis depending on the needs of the client.

Consulting

We offer a wide range of consulting services including, but not limited to the following:

• Choice of business entity

• Choice of accounting software

• Record-keeping requirements

• Exercising stock options

In addition, we offer a vast network of professional referrals and contacts to help you with financial and retirement planning, estate planning, pension planning, insurance and asset protection.