Tax Preparation Services

Individual – Form 1040

Corporation – Forms 1120 and 1120S

Trust, estate, and gift – Forms 1041, 706, and 709

Exempt organization – Forms 990 and 990-EZ

International tax – Forms 5471, 5472, 8938, FBAR, etc.

All state and local tax authorities

​

​

Multi-State Returns

Determining nexus

Other state tax credits

Property basis differences

Residency determination

​

​

Bookkeeping & Accounting Support Services

Planning and Design

Internal Controls

Setup

Training

Ongoing quality control

Diamond-level QuickBooks Online ProAdvisor

System integrations

Quickbooks Online, Quickbooks desktop, Peachtree, Sage, Xero, TABS, and many others

​

​

Decision Support

Tax estimates

Planning and projections

Transaction analysis

Succession planning

Retirement planning (IRA, SEP IRA, SIMPLE IRA, 401k)

Choice of entity (S-Corp, C-Corp, LLC, LLP, Partnership, Sole proprietorship, Disregarded Entity, Non-profit)

​

​

Compliance Services

Correcting and preparing payroll tax returns, W-2’s

State and local fillings

1099 preparation

Property tax returns

Sales tax filings

 

​

Support & Consulting

Business valuation support

Financial audit support

​

​

Fiduciary Accounting

​

​

IRS Representation

Respond to federal and state tax notices

Assist with abating penalties and assessments

Installment Agreements and Offers in Compromise

Representation during an audit

​

​

Preparation of Financial Statements

​

​

280E Compliance

​

​

Services we do not provide (Referral)

Audit, Review, and Compilation under GAAP

Business valuation

Bankruptcies

Forensic accounting

Fraud and theft investigations