Services

Income Tax Preparation:

  • Individual – Federal, State and Multi-state filing

  • Partnership – Federal, State and Multi-state filing

  • C- Corporation – Federal, State and Multi-state filing

  • S- Corporation – Federal, State and Multi-state filing

  • Trust – Federal, State and Multi-state filing

  • Estate – Federal, State and Multi-state filing

Accounting:

  • Bookkeeping – Monthly, Quarterly and annually

  • General Ledger – financial statements preparation

  • Payroll – Processing and reporting

  • Accounting – System set-up and support

Estate and Trust:

  • Leadership Roles – Trustee/Co-Trustee, Executor or Trusted Advisor

  • Judicial Compliance – Forms completion and filing

  • Federal Compliance – Federal Forms regarding estate and gift taxes

Past Due Tax Return:

  • Representations before the IRS

  • Power of Attorney

  • Preparation of tax returns – up to 10 years of past due returns

  • Preparation of accounting records – up to 10 years