Tax Preparation
Business Tax Prep
Preparation of Federal and state income tax returns for various business entity structures: C-Corporations. S-Corporations, Partnerships, and Sole Proprietorships. We have experience working in multiple industries including, but not limited to: Real Estate, Manufacturing, Retail, Distribution, Construction, Family Partnerships, Engineering, and Consulting.
Individual Tax Prep
Preparation of income tax returns for individuals with increasing complexities such as: marriage, inheritance, self-employment, rental real estate, flow-through investments, business ownership, employee stock options, retirement, etc.
Tax Planning
Income tax planning is crucial to make sure business and individual income tax goals are met. We work with clients throughout the year and complete year-end projections to ensure there are no surprises when taxes come due in the spring.
Tax Consulting
This is the catch-all for everything else we do! We consult on selecting entity structures, quarterly estimated tax payments, payroll services, retirement planning, Federal income tax credits, succession planning, 1099 preparation, and QuickBooks support, to name a few.