Services

Tax Return Preparation

Tax Return Preparation

Tax Return Preparation

Services include tax return preparation for individuals, businesses, gift tax and foreign bank account reporting.

Clients receive access to a secure portal which allows them to send and retrieve tax documents anytime.

Tax Planning

Tax Return Preparation

Tax Return Preparation

Preparation of income tax projections and quarterly estimated tax payment calculations.

Retirement planning that aligns with your long-term goals and building generational wealth.

Business Accounting

Tax Issue Resolution

Tax Issue Resolution

Monthly, quarterly and annual business bookkeeping services which include management reports and bank account reconciliation.

Assistance with new business accounting setup via QuickBooks.

Application assistance with employer identification number (EIN) and other filings.

Tax Issue Resolution

Tax Issue Resolution

Tax Issue Resolution

Tax notices

Delinquent returns

Other noncompliance issues