Tax Reporting and Compliance
All levels of tax reporting and compliance, including business and personal income tax, sales tax and property tax. This includes periodic reporting, tax mitigation and audit administration.
Corporate and Small Business Accounting Services
Monthly or periodic bookkeeping services, in-house or on-site. This includes depreciation calculations, fixed asset management, general journal support and generating internal financial statements.
Back-up support for statutory audits from all agencies. This includes preparation and review of supporting documentation and preparing auditor presentations, coordination of audits and interfacing with all government authorities.
Assistance with document preparation for presentation in legal matters. This includes client representation and expert witness testimony as needed.
Entity Formations and Dissolutions
Identifying the most appropriate from of entity for any business. This includes analyzing the needs of a business to identify the most appropriate entity type, formation and incorporation of entities such as S-Corporations and Limited Liability Companies.
Trust and Estate Services and Expertise
Trust and estate reviews and consulting. This includes interfacing with legal counsel, identifying planning strategies and all areas of reporting and compliance.