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