Certified public accountant representing individuals and businesses

The firm’s primary goal is ensuring your Federal and State tax compliance with efficiency, accuracy and to the best of the firm’s professional ability.

Finding the right CPA can be a daunting task, but the firm is here to consult with you and assist you in navigating all of your financial endeavors.

OUR SERVICES

Build wealth by planning ahead.

  • FEDERAL AND STATE

    BUSINESS

    Form 1120 | U.S. Corporation Income Tax Return

    Form 1120S | U.S. Income Tax Return for an S Corporation

    Form 1065 | U.S. Return of Partnership Income

    Form 990 | Return of Organization Exempt from Income Tax

    INDIVIDUAL

    Form 1040 | U.S. Individual Income Tax Return

    Form 709 | U.S. Gift (and Generation Skipping Transfer) Tax Return

    TRUST AND ESTATE

    Form 1041 | U.S. Income Tax Return for Estates and Trusts

    Form 706 | U.S. Estate (and Generation Skipping Transfer) Tax Return

  • FEDERAL AND STATE

    Monthly Bank and Credit Card Statement Reconciliation

    Adjusting Journal Entries

    Data Clean Up and Correction

    Track Accounts Receivable and Accounts Payable

    Preparation of Monthly, Quarterly or Annual Balance Sheet & Income Statement

    Quickbooks Setup and Consulting

    Sales Tax Return

    Quarterly Payroll Tax Returns

    Form 941

    Form RT-6 or State Re-Employment

    Annual Payroll Tax Returns

    Form 940

    Form W-3 and W-2

    Annual Summary and Transmittal of U.S. Information Returns

    Form 1096/1099

  • FEDERAL AND STATE

    Year-End Tax Projections

    Quarterly Estimated Tax Payment Calculation and Analysis

    Business Entity Selection Options

    Retirement Planning

    Budgeting and Forecasting

    Research

  • IRS Audit Assistance

    Notice Resolution

    Installment Agreement Payment Plans

    Power of Attorney for Federal, State and Local Taxing Authorities