Tax Services
We provide comprehensive tax services for individuals and businesses, ensuring compliance and minimizing liabilities.
- Preparation of federal and state individual income tax returns
- Corporate, partnership, and LLC income tax returns
- Resident / non-resident and multi-state filings
- Tax planning to minimize current and future liabilities
- Estimated tax calculations and safe-harbor planning
- Review of prior-year returns and documentation
- Support with IRS and state notices
- Representation before IRS and state tax authorities
- Negotiation of payment plans and penalty abatements
- Support during field and correspondence audits
- Sales and use tax compliance and filings
Accounting & Bookkeeping
Accurate financial records are the foundation of a successful business. We handle the details so you can focus on running your business.
- Monthly bookkeeping and reconciliations
- General ledger review and clean-up
- Financial statement preparation (balance sheet, income statement)
- Year-end closing and adjusting journal entries
- Payroll tax reporting and year-end forms (W-2, 1099)
Tax Credits & Incentives
We help you identify and claim available tax credits to maximize your savings and reinvest in your business.
- Review of eligibility for available federal and state credits
- Research and documentation of qualifying activities
- Preparation of supporting schedules and forms
- Coordination with other advisors to maximize benefits
- Ongoing monitoring of new credit opportunities
Consulting & Advisory
We partner with you to build a strong financial foundation and achieve your long-term goals.
- Entity selection and formation consulting
- Business startup and entity structure consulting
- Cash flow and budgeting analysis
- Profitability review and growth planning
- Accounting system and process implementation
- General tax and financial advisory