Tax Services
- Tax planning & return preparation
- Individual tax returns (Form 1040)
- Corporation & partnership returns
- LLC/LLP tax filings
- Estate, trust & gift tax returns
- Not-for-profit organization returns
- Taxing authority representation
- Divorce and support tax issues
- Tax effects of buying/selling a business
Accounting & Bookkeeping
- General ledger & financial statement preparation
- Monthly, quarterly & annual bookkeeping
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use / Business Property)
- Personal financial statements
- Litigation support
Business Consulting
- Accounting software selection & implementation
- Entity type selection & structuring
- Business valuations
- Buying & selling a business
- Computer systems consulting
- Financial & retirement planning
- Estate, trust & gift planning
- Mergers & acquisitions
- Asset protection strategies
- Cash flow forecasting
- Employee benefit plans
- Expert witness services
Audits, Reviews & Compilations
- Full audit services
- Review engagements (limited assurance)
- Compilation services
- Investment review
- Bankruptcy services