Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. We are dedicated to support tax client services as we endeavor to provide the highest quality professional service and guidance. Being a relatively small firm, we are able to offer our clients professionalized quality service. Our main focus is business and individual tax preparation and tax audit representation before the Internal Revenue Service and other taxing authorities. We network with bookkeepers to help our clients with bookkeeping services.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Our staff consists of former Internal Revenue Agents with over 50 years of I.R.S. audit experience handling tax audits in dealing with taxing authorities.
We have achieved a level of competence that ensure our clients are being properly represented before the various federal and state tax agencies.
Tax Planning
Effective tax planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Tax Preparation
Our company consists of a certified public accountant and enrolled agents who are former Internal Revenue Agents with over 50 years of experience performing examinations of tax returns. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, LLCs, partnerships and trusts. Our experience with the U.S. residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of internation taxation. We have extensive knowledge and experience working with accounting issues and tax laws.