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Tax
Services for
Businesses
- Tax return preparation: 1065, 1120, 1120S
- Sole Proprietorships:
1040 SCH-C
- Assistance with determining the tax effects of
buy-sell agreements
- Advice regarding choice of business form
- Consultation on the tax effects of business
succession planning
Tax Services for
Individuals
- Tax return preparation
- Gifting strategies
- Assistance with qualified and non-qualified
retirement plans
- Evaluation of tax impact of investments
- Planning for changes in income tax laws
- Tax projections and estimated tax payments
- Wealth creation and building
- Retirement planning
Property Taxes
- Asset tracking and reporting
- Strategies to help reduce assessments
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