Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. (Click Service Title For Details)
Tax Services
Tax PreparationOur significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates and tax-exempt organizations. Our firm is an Authorized IRS e-file Provider and Electronic Return Originator. E-file enables you to file your individual, business and/or information returns electronically. More and more taxpayers are choosing to file their returns electronically because their returns are processed faster with fewer errors. This means quicker refunds and less contact with the IRS. The IRS acknowledges receipt of e-filed returns that give you proof of filing. Electronic payment options let you file early and either electronically schedule a payment for a future date (paying by direct debit) or delay out of pocket expenses (paying by credit card). Tax PlanningTax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. IRS RepresentationDuring our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. Consulting Services
Estate PlanningEffective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. We can also prepare the necessary documents (wills, trust agreements, powers of attorney, health care documents, deeds, assignments, etc.) needed for your estate plan. Business Entity SelectionChoosing the form of entity for your business (e.g. sole proprietorship, limited liability company, "S" corporation) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. We can also prepare the necessary documents (articles of organization/incorporation, operating agreement/bylaws, member/stock certificates, minutes, consents, etc.) required for your company.
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