TAX SERVICES & TAX AUDITS

We have decades of experience preparing income tax returns for both individual and business entities.

Tax Preparation For Individuals

• Individual Federal & State
• Out of State Tax Returns & Multi State
• Trusts
• Estates
• Gift
• We send out a special Tax Organizer to all our clients FREE OF CHARGE.

This document is emailed to clients in January and contains detailed information regarding the previous years filing.

Tax Preparation For Businesses

• Corporate
• S-Corporate
• Partnership
• Limited Liability Company
• Non Profit
  

IRS Compliance
The IRS requires entities such as Partnerships and Corporations to use an accounting method that can produce Balance Sheets and Income Statements. Part of our Tax Return Preparation Service is setting up and maintaining your accounting system so they comply with IRS reporting requirements for individual and corporate tax clients.

Areas of Extensive Experience

• Out of State Returns
• Sole Proprietor - Business Expenses
• Sale of Assets
• Sale of Business
• 1031 Like Kind Exchange
• Rental Properties
• Net Operating Losses
• Home Office
• Pension Distributions
• Employee Business Expenses
• Kiddie Tax
• Employee Stock Sales
• Foreign Earned Income and Exclusions

Tax Planning
We are available for Year Round Assistance. We can plan the best tax and financial strategy because our clients routinely call us before making important business decisions on...

• Hiring employees
• making expensive purchases
• selling large company assets

We review our clients tax situations in September to allow for the most options. Our clients have the benefit of knowing in advance what their tax debt is and when it is due.

TAX AUDITS

If your return is audited...
We will defend you against an IRS or other governmental audit.
We will deal with the auditors and protect your interest at all times. We will be well informed of positions taken on the returns and will not allow the auditor to intimidate us, or you!