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Tax Services

Our skilled CPAs provide tax services on a year-round basis, not just during the traditional tax season. We provide advice and guidance on a range of issues. This gives you the support and service you require to deal with all of your tax service needs.

Tax services we provide for:

Individuals

We provide comprehensive tax services for individuals, for all state and federal income tax returns. In addition to standard returns, we assist with:

  • Sole proprietorship forms
  • Rental property forms
  • Multi-state income tax returns
  • Income & Estate tax planning
  • Retirement planning
  • Tax Compliance Advice Offers in Compromise Income Tax Planning

Corporations, Partnerships, LLCs, and FLPs

We prepare federal and state tax returns for all corporations. Additionally, we help you plan for your tax liabilities and find ways to minimize them. Our services include:

  • Year end tax planning
  • Compensation planning
  • Purchases and sales of business
  • Preparations of forecasts and projections
  • Choice of business entity
  • Employee benefit and retirement plan options
  • Sales & Use Tax Returns
  • Quarterly & Annual Payroll Tax Returns
  • Property Tax Returns

Trusts and estates

We prepare all federal and state fiduciary income tax returns for:

  • Simple and complex trusts
  • Grantor trusts
  • Charitable remainder/split interest trusts
  • Bankruptcy estates
  • Estate and gift tax returns
  • Estate planning

Non-profit organizations

The tax services we provide for nonprofits include:

  • Preparation of the annual tax return for non-profit entities
  • Assist you and/or your attorney with the preparation of Federal applications for nonprofit status