OUR SERVICES

Compliance

Tax Services:

Taxes:
- 1040/Personal, Business, Non-Profit, Gift, Estate
- Sales Tax, CAT
All Payroll Taxes & Filings

Advisory

Our advisory services include:

Reporting:
- Help directors make informed decisions
Capital Fundraising:
- Advice on seeking equity to help grow your business
Mergers & Acquisitions:
- Financial planning for mergers and acquisitions

Management

Our management services include:

Bookkeeping:
- Manage daily transactions
Payroll:
- Management of payroll, taxes, & all payroll functions
Planning:
- Reporting and advice to support growth
Strategy:
- Planning ahead to minimize tax consequences

Individual Based Services

We offer a wide rage of services for individuals:

1040's & all related Schedules, including appropriate tax treatment of all investment income from various sources, K-1's, and other income streams
Schedule C (Sole Proprietors & Single Member LLC's) Schedule F (Farm income)
Schedule E (Rental & Royalty income)
Trust, Estate, & Gift tax returns

All federal, state, and local income tax returns.

Businesses, Associations, & Organizations

We offer a wide range of services for businesses:

Form 1120S & applicable K-1's
Form 1120
Form 1120H
Form 1065 & applicable K-1's
Form 8825
Form 990 and all non-profit filings

All state and local business filing requirements, including local net profit taxes, sales taxes, commercial activity taxes, & other taxes respective to various states and localities.

In-House Marketing

Our marketing services include:

Social media strategies for businesses
Content creation and planning
Website evaluations and feedback

List is not all-inclusive. - other types of individual & business services & tax filings available nationwide

We Work With Clients Nationwide

It's our pleasure to serve clients Nationwide. We can work through a variety of communication means, including our secure upload site, fax, email, phone conferencing, & file sharing.
We are admitted to practice by the Internal Revenue Service in all U.S. states.