Our firm offers a wide range of services to our individual and business clients. As a small firm, we provide our clients with personalized service. Below, are some of the services that we offer along with a brief description.
Consulting Services
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Buying & Selling a Business
Business sales are challenging for the buyer and seller alike. The structure of the transaction is a critical step in the process. We can guide you through the acquisition or disposition process by addressing operational, financial and tax issues.
Tax Services
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Tax Preparation
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that may minimize both your current and future tax liabilities. Some of the tax services we offer include:
- Individuals - Form 1040
- C Corporations - Form 1120
- S Corporations – Form 1120S
- Partnerships - Form 1065
- LLCs/LLPs- Form 1065
- Estates, trusts & gift - Forms 706, 1041 & 709
We prepare business and individual tax returns for all 50 states.