TAX RETURN PREPARATION
Personal Tax Returns & Services
• 1040 long & short forms
• Sole proprietorship returns
• Rental property forms
• Returns w/ investments
• Out of state returns
• Multiple state returns
• Tax return projections
• Multiple year tax preparation
Business Returns
• Regular (C-Corp)
• Small Business Corporation (S-Corp)
• Partnership returns
• LLC returns
Estate & Trusts
• Preparation of Federal & State estate tax returns
• Preparation of Trust and Gift tax returns
• Estate/Gift tax planning
IRS & STATE PROBLEM RESOLUTION
Are you having problems with the IRS?
We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet. The IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day.
If you owe the IRS, you have a very serious problem. It may take the IRS several years to catch up to you, but they’re relentless and have no mercy in collecting all the money that is owed. When the collection process starts, they’ll make your life miserable and literally ruin all aspects of your life.
I have the years of experience and knowledge of this specific area of tax law to assist with:
- Power of attorney representation
- Audits and notices
- Penalty reduction
- Payment plans
- Offers in compromise
- Tax levy’s, liens or seizure of asset
- Wage garnishments
- Bankruptcy
- Innocent spouse relief
- Obtaining your IRS transcripts
BUSINESSS SERVICES
Bookkeeping
• Monthly bank reconciliations
• Year end account adjustments
• Instruction and assistance with the use of QuickBooks
• Monthly bank reconciliations
• Year end account adjustments
• Instruction and assistance with the use of QuickBooks
Entity Formation
• Obtaining Federal I.D. Number
• Filing for Federal & State S-Corporation status
Business Audits
• Workers’ Compensation
• Payroll
• Sales tax
• Department of labor
Monthly, Quarterly & Annual sales tax preparation
Assistance with Loan applications
QUICKBOOKS TRAINING AND GUIDANCE
As certified Quickbooks Desktop and Online ProAdvisors we pride ourselves in showing clients how the program can provide useful and timely information in the form of financial statements, reports and graphs. With our ProAdvisor status we can offer discounts on the software when I assist with the purchase.
Personal Training
• We will personally train you one on one at your business location or remotely with screen sharing technology.
Setup
• Assistance will be offered for new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports.
• For more experienced users we are a resource adding guidance on improving the current set up.
Monthly, Quarterly or Annual Reviews
• The review process is key for companies that need an accounting expert to review transactions, accounts and reports.
• Once completed a review provides timely, relevant and reliable financial data
• The corrections, adjustments or reclassifications will be summarized and reviewed with you to aid in your growing knowledge of how to maintain the file.
TAX PLANNING
Planning is the key to successfully and legally reducing your tax liability. As my client I proactively recommend tax saving strategies to maximize your after-tax income.
I have made it a priority to enhance my knowledge of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
Our businesses and individual clients pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
Here’s just a few of the Tax Saving Strategies that are utilized.
• Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
• Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
• Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
• Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
• Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.