Tax Services

Professional Payroll Service

•  Onsite check printing
•  Direct deposit
•  Tax deposits
•  Easy to use data entry
•  Import of data from excel worksheet
•  Allocation of payroll by department
•  Preparation of payroll compliance forms including 940’s, 941, W-2’s, W-3’s, and SUTA forms
•  Preparation of Form 1099's and related 1096's
•  Tracking of accrual of sick, vacation and personal time
•  Please see brochure, Payroll Brochure.pdf.

Individual Tax

• Preparation of Individual Tax Returns
• Tax Compliance Analysis and Management
• Income Tax Planning
• Retirement and Marriage Planning
• Representation Before the IRS and Other Taxing Authorities
• Resolving tax notices from IRS and Other Taxing Authorities
• Tax related identity theft
• Household employee compliance
• Contract reviews
• State sales tax returns
• Penalty abatement
• Tax projections

Business Tax

• Preparation of Corporate, Partnership, LLC, and Exempt Organization Tax Returns
• Tax Compliance Analysis and Management
• Employee Benefit Planning
• Executive Compensation Planning
• Representation Before the IRS and Other Taxing Authorities
• Resolving tax notices from IRS and Other Taxing Authorities
• Analysis of Business Structuring
• Income Tax Planning
• State Nexus Issues
• State tax registration
• Transactional planning
• Entity selection
• State sales tax returns
• Penalty abatement
• Tax projections

Estate and Gift Tax Planning

• Preparation of Estate and Trust Fiduciary Returns
• Trust and Will Review
• Asset Ownership Planning
• Living Trust and Testamentary Planning
• Preparation of Final Accounting for Probate
• Representation Before the IRS and Other Taxing Authorities
• Estate planning for second marriages
• Estate planning for unmarried couples
• Post Mortem estate planning
• Asset selection to fund trusts
• Generation skipping tax planning
• Supporting a relative planning
• State domicile and residency planning
• Children's education funding planing

Other Tax Return Preparation

• Form 990  Exempt Organization Income Tax Preparation
• Form 5500 Employee Benefit Plan Tax Preparation
• Tangible Personal Property Tax Preparation
• Excise tax returns
• Tax audits and examinations
• Tax agency notes
• Tax audits and examinations
• Tax agency notices

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