Tax return preparation

Tax return preparation and filing does not have to be stressful or complicated.  Our easy to use technologies allows our clients to utilize a simplified process to deliver necessary documentation for our CPA to prepare and file their federal and state personal income tax returns from the comforts of their home. 

Starting a new business venture?  Contemplating a rental property? Missed a tax deduction in a previously filed tax return? Have general tax questions? We're available as a resource.

If you received a notice of penalty assessment, we may be able to help waive that additional assessment.  If you received an notice of intent to audit, we will help you navigate through the entire process.

If you have any questions or requests not listed here, we may still be able to help or refer you to a qualified professional.  Feel free to contact us.

Everyone should complete an estate planning to avoid unnecessary contingencies.  We will help protect your assets in an estate and pass it to the next generation with tax minimizing strategies.  We will work closely with you to create a Trust that fits your desires.

Organizing a new business is not a difficult task. However, we often discover businesses were inaccurately registered or inefficiently created for the business owner.  Our service will advise you of the most appropriate business vehicle for your start-up and file the registration paperwork with the appropriate authorities.

One of the most tedious and time consuming challenges all business owners endures is maintaining proper financial records.  Our professionals becomes your outsourced business accounting solution freeing you to focus on running your business.  We will develop simple and cost effective solutions designed to automate the continuous data transfer to our firm and minimize client involvement.

We offer federal and multi-state tax preparation services for all types of business entities.  Whether you have a Corporation (Form 1120), S-Corporation (Form 1120S), Partnership or Limited Liability Company (Form 1065), we have the expertise to cover your need.  

Let our professionals assist with your retail business sales and use tax obligations by filing monthly or quarterly tax returns on your behalf.  As part of the sales and use tax service, we will  maintain tax-exemption certificates and financial records for tax audit support. 

For clients that have engaged us for bookkeeping and tax preparation services, our team possess the necessary documents to help our clients comply with local county business property tax returns. 

We will help our clients manage the payroll process to ensure their employees are paid correctly and on a timely manner.  We will also work with our clients' employees with the required employee records and ensure appropriate tax forms are prepared.

Responding to notices and audits is a delicate procedures.  False or inaccurate statements may delay, prolong, or even result in the assessment of unnecessary penalties.  We have decades of experience and familiarity in supporting clients through business audits and responses to notices.  Let us remove the stress out of working with the IRS and state tax auditors to achieve the best possible outcome.

Should you require compliance or advice with foreign government imposed taxes, we may have the experience to help.  Even if we don't have appropriate experience, we have contacts to other firms that may.