Businesses do not plan to fail, they fail to plan. We assist businesses with their annual plans and help them measure their results against their goals. These services are provided on an hourly fee basis.
Financial planning assistance for individuals is also provided.
Income Tax and Estate Tax Planning
Once a transaction has been completed, the tax consequences usually cannot be changed. Many times, there are different outcomes from different ways of handling a transaction. An accountant should be consulted before the transaction is finalized.
Income Tax Preparation
Annual income tax returns are prepared for individuals, corporations, partnerships, estates and trusts. We work closely with clients to assure that they pay the correct tax for their situation. Since every situation is unique, we learn as much as possible about the client when preparing their returns.
Income Tax Audits
While the probability of being audited is relatively low, there are always going to be some tax returns that are examined by either the Internal Revenue Service or a state tax agency. We will represent the client before the taxing authority. In most cases, the client will not meet with the taxing authority. In those cases where personal meetings are required, we will spend the necessary time to prepare the client before the meeting.