Tax Planning

Business Solutions

Individual Solutions


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Whether you have a small or large corporation, the profitability of your
business demands expert tax and
accounting strategies. Our compr-
ehensive planning, preparation, and consulting services will help you meet
your short and long-term challenges.
We will prepare documentation to help
you obtain financing from banks and
third-party lenders. We will set up accounting systems to support smooth business operations. We will alert you to legislative changes which may affect you. We will develop strategic action plans for financial stability.

Our objective is to minimize your tax liability and maximize your tax savings. Prior to tax season, we provide you with a tax organizer package to help you easily gather the information needed for accurate returns. We will prepare, using state-of-the-art tax software, your Federal and State income tax returns with thorough professionalism. We are available for planning ideas and advice throughout the year as well as any special accounting needs you may have.

Services for Businesses Include:

• Corporate Tax Returns- Federal & State
• Tax Strategy and Planning
• Business Financial Statements
• Offer In Compromise
• Income Tax Estimates
• Annual, Quarterly, and Monthly Reports
• Business Plans
• Corporate and Partnership Formation
• Sole Proprietorships
• Obtaining Tax Identification Numbers
• Auditing, Review, and Compilation
• On-Call Consulting and Problem   Resolution
• Assistance In Obtaining Loans

Services for Individuals Include:

• Individual Tax Returns- Federal & State
• Tax Strategy and Planning
• Personal Financial Statements
• Offer In Compromise
• Individual Tax Estimates-Quarterly
• Estate and Trust Tax Returns
• E-Filing
• On-Call Consulting and Problem   Resolution
• College Savings
• Long Term Care

 

Business Planning for:

• Buy, Sell, Funding
• Deferred Compensation
• Executive Bonus Plan
• Key Person Protection
• Funding for Qualified Plans: SEPs,
   IRAs, Simple Plans, 401(k)s,
   Pensions, Keoghs
• Sick Pay Plans
• Funding for Salary Continuation

Personal Planning for:

• Life Insurance Needs
• College Funding
• Mortgage Protection
• Charitable Giving
• Retirement Funding

Service• Solutions• Satisfaction

 

Considerations for:
• Household Employees
• Child Tax Credit
• Home Sale Gains
• Education Tax Credits
• Mortgage Interest Deductions
• Capital Gain Tax Breaks
• Like Kind Exchanges
• Estate Planning