Tax Return Preparation
Tax Services
- Investment Planning
- Proactive approach to tax services
- Current on new tax laws and legislation
- Provide our individual and business clients with taxation expertise and knowledge year round
- Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLC's/LLP's
- Estates, trusts & gift
- Not-for-profit organizations
- Convenient hours, including evening and weekend appointments
- Double checked returns
- Fully computerized tax returns
- State of the art technology
- Electronic filing of federal and state returns
- Utilize effective tax planning to minimize taxes
- IRS/State Representation
- Business Services
Business Tax Services
- Personal tax planning
- Organizing your chart of accounts to make end of the year tax filing easier
- Setting up small business profit sharing and retirement plans, including simplified employee pension plans (SEP's)
- Reduce or eliminate tax due on the transfer of a business or other assets
- Provide the orderly transfer of assets to beneficiaries
- Ensure business continuity and succession of ownership
- Provide security for a surviving spouse
- 105 & 125 Plans for deductions of medical premiums
- QuickBooks and Peachtree software
