Tax Services

Professional Payroll Service

  •  Onsite check printing
  •  Direct deposit
  •  Tax deposits
  •  Easy to use data entry
  •  Import of data from excel worksheet
  •  Allocation of payroll by department
  •  Preparation of payroll compliance forms including 940’s, 941, W-2’s, W-3’s, and SUTA forms
  •  Preparation of Form 1099's and related 1096's
  •  Tracking of accrual of sick, vacation and personal time
  •  Please see brochure, Payroll Brochure.pdf.

Individual Tax

  • Preparation of Individual Tax Returns
  • Tax Compliance Analysis and Management
  • Income Tax Planning
  • Retirement and Marriage Planning
  • Representation Before the IRS and Other Taxing Authorities
  • Resolving tax notices from IRS and Other Taxing Authorities
  • Tax related identity theft
  • Household employee compliance
  • Contract reviews
  • State sales tax returns
  • Penalty abatement
  • Tax projections

Business Tax

  • Preparation of Corporate, Partnership, LLC, and Exempt Organization Tax Returns
  • Tax Compliance Analysis and Management
  • Employee Benefit Planning
  • Executive Compensation Planning
  • Representation Before the IRS and Other Taxing Authorities
  • Resolving tax notices from IRS and Other Taxing Authorities
  • Analysis of Business Structuring
  • Income Tax Planning
  • State Nexus Issues
  • State tax registration
  • Transactional planning
  • Entity selection
  • State sales tax returns
  • Penalty abatement
  • Tax projections

Estate and Gift Tax Planning

  • Preparation of Estate and Trust Fiduciary Returns
  • Trust and Will Review
  • Asset Ownership Planning
  • Living Trust and Testamentary Planning
  • Preparation of Final Accounting for Probate
  • Representation Before the IRS and Other Taxing Authorities
  • Estate planning for second marriages
  • Estate planning for unmarried couples
  • Post Mortem estate planning
  • Asset selection to fund trusts
  • Generation skipping tax planning
  • Supporting a relative planning
  • State domicile and residency planning
  • Children's education funding planing

Other Tax Return Preparation

  • Form 990  Exempt Organization Income Tax Preparation
  • Form 5500 Employee Benefit Plan Tax Preparation
  • Tangible Personal Property Tax Preparation
  • Excise tax returns
  • Tax audits and examinations
  • Tax agency notes
  • Tax audits and examinations
  • Tax agency notices

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Trusted Accounting & Consulting Services Since 1953