Current Services

Evolving and growing, we provide a wide range of services. Our mission is to provide the best solution that helps everyone. If you want to contact us, please fill out the contact form on our website or schedule an appointment with one of our professionals. 

Compliance

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Business taxes

  • C corporation, S corporation, and partnerships

Personal taxes

  • Form 1040

Estate, trust, and gift taxes

  • Form 1041

Nonprofit taxes

  • Form 990

Payroll taxes and 1099s

  • Form 940, Form 941, Form 1099, and state unemployment filings

Sales & use taxes

  • State sales tax filings

International tax reporting for US tax returns

  • Ownership of foreign assets and foreign businesses US tax reporting

Expat US tax reporting

IRS representation

  • Tax notice assistance

  • Audit representation

  • Penalty abatement

Tax planning

  • Quarterly tax projections, payment calculations, and tax strategy discussions

State and local tax analysis

  • Nexus analysis and determination where tax obligations lie

 

Advisory

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Bookkeeping

  • Recurring maintenance of complete and accurate accounting records with reports of key performance indicators for the business owner

Cashflow Planning and Budgeting

  • Determination of cash flow, strategies for improvement, and forecasting

Breakeven and Pricing Analysis

  • Determination of what current operations cost, what prices need to be implemented to maintain profitability, and provide insight on improvement

Banking, Legal, and Insurance Relationship Assistance

  • Assistance in selecting the correct advisors and service providers

Mergers and Acquisitions Advisory

  • Sell side and buy side due diligence, letter of intent review, purchase agreement review, and transaction structuring

Retirement and other Employee Benefit Planning

  • Assistance in determining what retirement plan is correct for you and your business

Entity Structure and Selection

  • Advice on what type of entity should be used for your business, when to structure operations and real estate into separate entities, how to structure your group of business activities, and what tax elections to put in place