Tax Preparation
- Individual
- Corporations
- LLC's
- Partnerships
- Estates
- Trusts
Individual Tax Planning
- Like-Kind Exchanges
- Year End Tax Planning
- Retirement Planning
- Installment Sales
Estate Planning
- Goal Setting
- Review of Wills
- Use of Gifts
- Use of Trusts
Business Start Up Services
- Choice of Entity
- Federal & State Filling Requirements
Continuing Business Services
- Projections and Budgets
- Evaluating Tax consequences of Material Transactions
- Purchase and sale of assets
- Fringe benefits
- Sale of a business
- Tax consequences
- Business structure
- Liquidations
- Compilations
- Reviews
Bookkeeping Services
- Payroll
- Quarterly reports
- Bank reconciliation
- Excise tax reports
- Quickbooks and Peachtree consulting
Other Services
- Tax research and advice on uncommon transactions
- Personal financial statements
- Review of internal controls