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Services

Tax

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  • Preparation of individual income tax returns and related eFiling

  • State and Local Tax expertise

  • Tax planning and research

  • Representation before the IRS, State and local taxing authorities

  • Stock investments and option planning

  • Planning for real estate and real estate professionals

  • Analysis of conversion of qualified retirement funds from traditional to ROTH.

  • Charitable giving strategies

  • Planning for closely-held business interests

  • Gift and estate tax planning and preparation

  • Periodic tax law updates that directly impact your situation

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Payroll

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  • Payroll tax returns

  • Sales tax returns

  • Informational returns (1099s and W-2s)

  • Household employment filings

  • Business tax returns

  • Individual tax returns

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Business Tax

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  • Preparation of corporate, partnerships and related income tax return filing

  • State and local tax expertise

  • Tax structuring and transaction assistance

  • Tax Planning and research

  • Representation before the IRS, State and local taxing authorities

  • Executive compensation and bonus plans

  • Other Federal, State and Local Tax Credits

Bookkeeping

 

  • Maintain updated general ledgers

  • Record payments, receipts and journal entries

  • Record payroll

  • Prepare depreciation and amortization schedules

  • Reconcile asset and liability accounts

  • Reconcile bank statements

  • Weekly, monthly, quarterly or annual services

  • Interim controller services during a transition or growth period

Real Estate Loan

   

  • Adjustable Rate Mortgages

  • Conventional Loans

  • Credit Debt FHA Loans

  • First-Time Homebuyers

  • Fixed Rate Mortgages

  • Government Loans

  • Home Renovation Loans

  • Interest Rates Mortgage

  • Mortgage Advice

  • Mortgage Brokers

  • Mortgages Preapproval

  • Purchasing a Home

  • Refinancing a Home

  • Safe Travels

  • VA Loans

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