We offer many services for both individual clients and businesses alike:
Individual Income Tax Preparation Service
We prepare individual 1040 returns and all states with an income tax.
Business Income Tax Preparation Service
We prepare all business income tax returns including Sole Proprietors, Partnerships (Form 1065), S Corporations (Form 1120S), C Corporations (Form 1120), LLCs and LLPs.
Other Income Tax Preparation Service
We prepare Fiduciary Income Tax Returns (Form 1041), and Estate Income Tax Returns (Form 706).
Tax Planning Service
We offer tax planning services to individuals, partnerships, corporations, LLCs and LLPs. This also includes such things as:
- Self-employment Estimated Taxes Quarterly.
- Estimated taxes due on IRA early or normal withdrawals.
- Help with setting up a business and deciding which form of an entity is best for you.
- Assisting you in obtaining your federal and state ID numbers that are required to start a business.
We offer monthly bookkeeping services for small to medium size businesses. This service includes the following:
- Monthly Profit and Loss Statements.
- Monthly Balance Sheet.
- Sales Tax Preparation and Filing.
- Monthly payroll tax deposits, quarterly and annual payroll reports as well as W-2s.
- Reconciliation of monthly bank statements.
Please note that all current year tax returns we prepare are filed electronically. We are governed by a mandate from both the IRS and most states to file the returns electronically instead of on paper. Currently, the only returns we paper file are those for prior years (this may change in the near future). Some returns that are rejected when filed electronically must be paper filed.