Certified Services
1040, 1041, 1065, 1120, 1120-S, Sales, Use, MI Returns, And all affiliated schedules
Preparation, amend, and review Personal and Business (Trusts, Corps, Partnerships, etc.) taxes
Tired of the tax season scramble? We go beyond simply preparing and filing your returns. Our taxation services are about strategic tax planning, identifying opportunities for optimization, and ensuring full compliance. For businesses, we delve into corporate tax strategies, helping you minimize liabilities and maximize profitability. For individuals, we offer personalized guidance to navigate complex tax laws, ensuring you keep more of what you earn. We stay abreast of the ever-evolving tax landscape, providing proactive advice that can make a tangible difference to your bottom line.
Tax Preparation
Reconciliations, Budgets, and Top-Down Account Keeping
For businesses, accurate and timely bookkeeping is the bedrock of sound financial management. We take the burden of day-to-day financial record-keeping off your shoulders, providing you with clear, organized, and insightful financial data. This allows you to focus on your core business activities, confident that your financial house is in order. Our bookkeeping services can be tailored to your specific needs, providing you with the information you need to make informed decisions. Quickbooks Certified.
Bookkeeping
Audit Representation
Let Us Take the Stress Out of Audits
Facing an IRS audit can be daunting. Our IRS audit representation services provide you with experienced advocates to guide you through the process. We understand IRS procedures and can act as your intermediary, ensuring your rights are protected and striving for the best possible outcome. With our expertise on your side, you can navigate the audit process with greater confidence and reduced stress.
Compliance
Annual Report, Licenses, Unclaimed Property, Voluntary Disclosure Agreements
Consultation to businesses and individuals on State tax, regulations, and voluntary disclosure agreements
In today's complex regulatory environment, staying compliant is not just a necessity – it's crucial for the long-term health and reputation of your business. Our compliance advisory services provide you with the expert guidance you need to navigate the ever-evolving landscape of financial regulations. We help you understand your obligations, implement robust compliance programs, and mitigate potential risks. From ensuring adherence to industry-specific regulations to developing internal controls, we work proactively to keep your business on the right side of the law, allowing you to operate with confidence and focus on your core objectives.
Business Planning
Pre- and Post-Operating Agreement Analysis, Pre- and Post-Formation Planning, and more
Structure at the start of your business best suiting your needs
Whether you're launching a new venture or seeking to scale an existing one, strategic business planning is crucial for success. Our business planning advisory services provide you with the insights and guidance you need to define your vision, develop actionable strategies, and achieve sustainable growth. We work with you to analyze market opportunities, assess your strengths and weaknesses, and create a roadmap for achieving your business objectives.
Income of Trust, IRA, and Social Security Planning. Revocable and Irrevocable Trust Distribution Planning. IRA Planning
Estate Planning
IRA Rollover, Trust Accounting, Retirement Stream of Income, & more
Avoid surprise costs through effective planning
Planning for the future extends beyond your own lifetime. Our estate planning services provide you with the peace of mind knowing your assets will be protected and distributed according to your wishes. We guide you through the complexities of wills, trusts, and other estate planning tools, ensuring your loved ones are cared for and your legacy is preserved. We understand this can be a sensitive topic, and we approach it with empathy and meticulous attention to detail.