Services

The foundation of tax services is the preparation of tax returns for businesses and individuals. This requires extensive knowledge of the existing laws and regulations, and their applicability to particular situations and transactions. We prepare the following types of tax returns:

• Individual
• Corporate
• Partnership and LLC
• Gift
• Estates and trusts
• Payroll

The preparation of income tax returns for businesses and individuals provides us with the knowledge and perspective to develop tax planning ideas and strategies. We are able to assist clients in areas such as:

• New business start-up
• Business succession planning
• Identifying available tax credits
• Alternative minimum tax planning
• Elections available to reduce or defer taxes
• Stock option exercise
• Tax free exchanges
• Retirement plan distributions
• Estate and gift planning

We understand that closely held businesses may need ongoing and special financial services. Some of the areas that we can help businesses with include:

• Bookkeeping and accounting services
• Assistance with software selection
• Purchase/sale of a business
• Preparation of periodic compiled financial statements
• Preparation of sales and use tax returns
• Preparation of payroll forms
• Preparation of county property tax listings

A compilation engagement involves the presentation of information in the form of financial statements that are the representation of management, without expressing any opinion or assurance regarding their conformity with generally accepted accounting principles.