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.