Our family-owned business has been serving small businesses and individuals for the last 15 years. As professionals, we are dedicated to provide both personal and professional financial services.
TAX PREPARATION SERVICES
We offer a full array of federal and state income tax services helping companies and individuals at all stages of the business and personal cycle complying with increasingly complex tax laws. We provide services in the areas of federal tax planning, analysis and compliance.
The primary objective of our professional tax services is to minimize a client’s overall tax burden whenever and wherever possible. In order to achieve this, our tax services are directed primarily toward constructive tax planning beginning early in the year and maintaining close contact with our clients throughout the year. We believe our success is due in large part to an added emphasis on strategic tax planning.
Tax Services:
Individual Tax Planning and Preparation
Partnership Tax Planning and Preparation
Non-Resident Income Tax Return Preparation
Electronic Tax Filing
Amended Income Tax Returns
Review of self-prepared returns (I.e, returns completed by an individual using off the shelf software)
Delinquent or Prior Year Tax Return Preparation
State Income Tax Returns (all fifty states)
SMALL BUSINESS PLANNING AND CONSULTING
Every year thousands of new businesses are started by optimistic individuals with the entrepreneurial spirit. If you are planning to be one of those starting a new business, you will need to make decisions related to your choice of business entity and ensure you understand your tax responsibilities. We provide small business planning and consulting services to address these areas as well as the following:
Business Entity Choice
Obtaining an Employer Identification Number
Filing an Assumed Name Certificate or Doing Business As (DBA)
How to properly set up and maintain your books and records
Selecting and setting up an accounting system
Correctly classifying workers and Required Reporting Responsibilities
How to determine and make quarterly estimated tax payments
Business Financing Options
Office In A Home Deduction
Properly Documenting and Deducting Business Vehicle Related Expenses
Sales and Use Tax Permit
Exempt Organizations Applications (Form 1023) Review and Completion.
TAX PLANNING SERVICES
The tax services we offer include not only the preparation and review of income tax returns, but also advance planning to minimize future taxes and advice on the tax effects of proposed transactions.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
