Tax Preparation Services
We offer tax preparation services for individuals (including, but not limited to multi state tax filings, US gift tax returns, foreign tax compliance) and all types of small businesses, nonprofit organizations, trusts and estates.
Payroll Services
We can help you with your payroll needs. We will ensure timely payment processing and preparation of reports.
Business Formation and Dissolution
One of the most important choices you make when you start your company is the type of business entity you select. This decision will have an impact on your taxes, the amount of paperwork you are required to prepare, your personal liability and many others. We can advise you on the most advantageous entity type.
Bookkeeping/Write-up
If you need help with your bookkeeping or just want to run your business more effectively, please contact us. We can assist you with QuickBooks initial setup and operation.
Accounting
It is essential for any business to rely on accurate financial reporting. You need the right financial information to manage your business successfully.
Tax Resolution
Offer in Compromise - An offer in compromise allows you to settle your tax debt for less than the full amount you owe.
Partial Payment Installment Agreement - You are only paying back part of the taxes you owe over time.
Installment Agreement - A monthly payment plan is often the easiest way to pay off any large debt. The IRS offers installment agreements to help taxpayers to eliminate their tax liability.
Currently not collectible (CNC) - Currently uncollectible accounts can be removed from active inventory after taking the necessary steps in the collection process. CNC status allows people in financial hardship situations to defer paying their tax bill until their situation improves. For example, unemployed people often seek CNC status from the IRS.
Attest Services
Our attest services are customized to your specific needs.
Reviews - Reviews provide limited assurance about financial statements to outside users and involve inquiries and analytical procedures.
Compilations - The objective of a compilation is to assist management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements.
Tax-exempt Status for Nonprofit Organizations
Starting a nonprofit organization. We can help with the preparation and filing of the application for recognition of the exemption under section 501(c)(3) of the Internal Revenue Code. The IRS Tax Exemption application status includes:
Review of proposed budgets and financials
Preparation of IRS form 1023, including narrative and applicable attachments
Review of corporate charter for IRS required language
We provide the following additional services for Tax Exempt Organization:
Sales Tax Exemption Application
Charitable Solicitation Application
Franchise Tax Exemption Application