OUR SERVICES
Compliance
Tax Services:
- Taxes:
- 1040/Personal, Business, Non-Profit, Gift, Estate
- Sales Tax
- 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.
List is not all-inclusive. - other types of individual & business services & tax filings available nationwide
