Our services
The following is a list of services provided by this firm. However,
this list is not all-inclusive, and you should not be concerned about
calling in regard to any business, tax or financial related matter. We
maintain relationships with other professionals practicing in a variety
of specialties. If we are unable to assist, you can be assured we will
refer you to the right individual or firm.
Tax Return Preparation
Representation Before the IRS
Tax Planning
Other State Tax Return Preparation
Estates & Trusts
Payroll Services
Accounting & Bookkeeping Services
Tax Return Preparation
We are experienced in all facets of tax preparation, including
filing individual, small business, partnership, estate and trust
returns. We will ensure that you consider all of your legal deductions
so you realize your full tax benefit. Our comprehensive interview
techniques and computerized return preparation process assure that your
return is complete, correct, and presented to you in a timely manner.
Representation Before the IRS
Are you having problem with the IRS or the state? If you owe past
due money, if you receive puzzling correspondence from the IRS, or if
your return has been selected for an audit, we are fully qualified to
assist you before the IRS or the Franchise Tax Board.
Tax Planning
We can help structure your transactions to minimize the legitimate
amount of tax you pay. Through careful evaluation, we will assist you
in planning your tax obligations for the entire year, so there won't be
any surprises at tax time. We'll also be on hand to explain the tax
structure so you'll know where your money is going. We are well
equipped to ensure that you gain the full benefit of your deductions
through our intensive continuing education and training.
Estates & Trusts
Administering the estate or trust of a decedent can be a very
difficult task. With our expertise, we can guide you through the maze
of forms and paperwork necessary to establish, maintain or close an
estate or trust.
Payroll Services Don’t let your payroll become a
time consuming, worry some task. Our staff is fully trained to handle
all your payroll needs. We can write your payroll checks, make up the
payroll tax deposits, prepare the quarterly and annual tax returns,
w-2’s and 1099’s, prepare workman comp reports and provide you with
extensive reports to accommodate your business.
Accounting & Bookkeeping Services
Accounting software setup & training.. Quickbooks, Quicken,
Peachtree and others Financial statement preparation, Bank
reconcilation, client write up, Sales tax prep Budgeting, bill paying.
