Services

Tax Preparation & Planning Services

Services include but are not limited to:

• Individuals
• Corporations
• Partnerships
• Limited Liability Companies
• Trusts
• Estates
• Foundations
• Non-Profit Organizations
• Pension Plan Advising
• Foreign Account Reporting
• Entity Selection and Restructuring
• Request Information About Tax Preparation & Planning Services

 

Assurance and Advisory Services

Services include but are not limited to:

• Audits, Reviews and Compilations
• Financial Statement Preparation
• Non-Profit Audits
• HUD Multi-Family Housing Audits – Commercial & Non-Profit
• Homeowner’s Association Audits
• Internal Control Study and Recommendations
• Agreed Upon Procedures
• Entity Selection and Restructuring
• Financial Projections and Forecasts
• Mergers and Acquisitions
• Transaction Structuring and Negotiations
• Request Information About Assurance and Advisory Services

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Financial and Retirement Planning

Services include but are not limited to:

• Retirement Planning
• Business Succession Planning
• Buy/Sell Transactions
• Gain/Loss on Sales Analysis
• Request Information About Financial and Retirement Planning

 

Non-Profit Services

Services include but are not limited to:

• Application for Exemption filing with IRS
• Audits, Reviews and Compilations
• Tax Return Preparation (990, 990T, 99) and Research
• Consulting in regards to Unrelated Business Taxable Income
• Prepare Financial Statements required by OMB A-133 and HUD
• Request Information About Non-Profit Services

 

QuickBooks and Accounting Services

Services include but are not limited to:

• QuickBooks set up, installation, training and support
• Sales tax set up and compliance
• General ledger and financial statement preparation
• Bookkeeping (monthly, quarterly, or annual)
• Payroll processing
• Cash flow budgeting
• Compiled Financial Statements
• Request Information About QuickBooks and Accounting Services

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IRS Representation

Services include but are not limited to:

• IRS Audit Representation
• Non-Filed Tax Returns
• Back Taxes Owed
• IRS Liens
• IRS Levies
• IRS Wage Garnishment
• IRS Seizures
• Offer in Compromise
• IRS Payment Plan
• Payroll Tax Problems
• Bankruptcy
• Innocent Spouse Relief
• Get Your IRS File
• Request Information About IRS Representation

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