Services

SERVICES

Our Services

WHAT WE DO:

Tax Planning & Preparation:

S-Corps

C-Corps

Estates & Trusts

Partnerships & LLC's

Individuals

Profitability Enhancement for Businesses:

Manufacturers, Retailers, Wholesalers,

Service & Professional Businesses, Real Estate

Work with ownership to develop effective

management

Margin Analysis & Cost Control

Employer - Employee Communication

Succession Planning

Financial/Capital/Source & Use of Funds

Consulting & Analysis

Accounting Services:

Financial Statement Preparation - Reviews &

Compilations

Transaction Analysis & Accounting Treatment

Determination

General Ledger & Bookkeeping Support

Hot Tips

To prepare your tax returns more promptly and efficiently, please furnish us, along with your tax organizer, records of estimated tax payments made for the tax year of which we are preparing.

If you sold any securities during the tax year of which we are preparing, please do not forget to provide us with all cost basis information, including dates when the securities were originally purchased when sending us your tax organizers.

More Info!

If you need further information on your personal or business taxes, you can easily contact the IRS directly at (800) 829-1040 or contact the State Franchise Tax Board at (800) 338-0505.

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