Services
If you’re looking for a firm that will focus on your specific needs, and always treat you like a client who matters, look no further. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs. We specialize in taxes so you don’t have to.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We specialize in individual income tax preparation but also have the expertise to help you with your small business tax issues. Our services also include: filing prior years’ tax returns, filing amended returns, filing extensions and audit assistance. By having us on your team, you are more likely to benefit from tax-saving opportunities. Not all tax planning opportunities are readily apparent. 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.
Resolving IRS Issues
Dealing with the IRS can be an intimidating and a complex process. If you or your business are faced with an IRS notice or audit, as Enrolled Agents we will bring our expertise to the table in order to deal with IRS tax matters. We will ensure that you are properly represented when dealing with the IRS and other tax authorities.
Business Entity Selection
The business entity — LLP, LLC, sole proprietorship, partnership, corporation, etc. — that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few decisions are more important, complex and potentially life altering than a buy or sell decision. When you are ready to sell or buy a business, we can sit down with you and discuss tax implications.
Bookkeeping/Write-Up for small business
Every business needs to keep accurate, well-organized books. Organized books will benefit you during the tax preparation process. If you are the accounting staff and need help, we can look at your situation and refer you to other outside services as needed.
Call today to schedule an appointment! 303-457-9263