Tax Planning

Tax planning is the real key to beating the IRS — legally. We go beyond tax compliance and proactively recommend plain-English concepts and strategies to maximize your after-tax income. We are constantly working to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Our clients pay the least tax allowable by law because we continually look for ways to minimize your taxes throughout the year — not just on April 15th.To set ourselves apart and to establish a rapport with you, our new client, we offer the first consulting appointment free of charge.

Tax Preparation

With over thirty years of experience and fresh knowledge on the latest tax laws and legislation, we are your best source to help you prepare for your taxes. We can prepare a wide range of returns, from individual to corporate to trust, so whatever your tax needs are we have you covered. Whether you are an individual or business, we have the expertise to help you structure and save come tax time. The prices for the returns are subject to change based on the complexity.

  • Individuals -  We prepare everything from your basic 1040 to complex individual returns.
  • Business - Our in house expert covers everything from: 1065, 1120, 1120S, and 990-T’s.
  • Trust, Gift, and Estate Returns
  • Non-Profit – Both setup and tax preparation

Bookkeeping Services

Keeping track of your business’ income and expenses is one of the keys to a successful business. We are here to help you know where your business stands with its bookkeeping, whether you need review or financial statements. We offer different customizable packages; we will work together to find what fits your business needs. Listed are a few of our most in demand services:

  • Quarterly or Monthly Financial statements
  • Bank account reconciliation
  • Month-end Adjusting

IRS Representation

When going through something as difficult as an audit you want a strong support team and knowledgeable guidance. We offer a variety of services to bring you peace of mind during what can be a trying time.

  • Offer- In- Compromise- We will go to bat for you. The Offer in Compromise allows qualified individuals with an unpaid tax debt to negotiate a settled amount that is less than the total owed to clear the debt.
  • IRS Response Letters- We do our due diligence on researching how to respond to the notices you receive. We keep up to date during the entire process, from first response to the final solution.
  • Preparation of Forms 433A and 433B – Form 433A is used to obtain current financial information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability.  Form 433-B is a tool used by the IRS to determine the ability of a business to pay its tax debts in a variety of situations.

Additional Services

We go beyond the normal scope of your typical tax practitioner; we go above and beyond for not only your Business but for you. There are a few of these services that are included in our Bookkeeping packages, those that are not included can be added. Listed are a few of the additional services we offer.

  • Payroll Processing
  • Quarterly Reports
  • Permit Filing
  • Sales Tax
  • Business Personal Property
  • Franchise Tax Filing
  • Reinstatement/Termination Letters
  • EIN Filing
  • Quarterly Tax Estimates
  • Multi-State Sales Tax and Reporting
Schedule a consultation today!
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