We prepare individual and gift tax returns, business returns for partnerships, corporations, s-corporations and not-for-profits, as well as fiduciary returns for trusts and estates.  We can assist with tax planning, strategizing to minimize taxes in legal and ethical ways while advocating for our clients.  We can help with entity selection for new businesses or restructuring for existing businesses.  We also provide audit representation for clients under audit by federal, state or local agencies.

Our firm prepares reviewed and compiled financial statements for businesses with reporting requirements for lenders, bonding companies, regulatory agencies or internal management.  We can assist clients with accounting system setup and support, consultation on selection of accounting software or with obtaining information from their accounting systems to more effectively manage their businesses.  We also assist with general ledger accounting and year-end adjustments for accurate financial statement or tax reporting.  In addition, we can provide monthly, quarterly or annual bookkeeping services.

Among the other services we provide are the following:

• Preparation of personal property tax reports
• Preparation and filing of 1099 information returns
• Processing of payroll and payroll reports
• Reporting of foreign investments
• Responding to IRS and other agency notices
• Coordination with clients’ legal and financial advisors