Services
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Tax Planning
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- Individuals: Filing status & dependents, Income sources, Saving strategies for retirement, health and education, Itemized deductions, Tax credits, Tax considerations for investing, and debt management, Withholding and estimated taxes.
- Small Business: Business entities, Startup expenses, Record keeping, Capital investment and depreciation, Payroll taxes and withholding, Business deductions.
Tax Preparation
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- Individuals: Forms 1040 & 1040-NR, Schedules C, E &F, Schedule H, Schedules K-1
- Trusts & Estates: Forms 1041, 706 & 709
- Business Returns: Form 1120 (corporations), Form 1120-S (S-corps), Form 1065 (Partnerships)