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Men with Calculator

Our Services

Tax Compliance

  • Business tax return filings: Corporations, S-Corporations, Partnerships ($2,000 Min. Fixed Fee*)
     
  • Individual (1040) tax return filings: Federal & State ($1,000 Min. Fixed Fee*)
     
  • International Tax: Foreign Income & Asset Reporting
     
  • IRS & State Audit Representation
     
  • State nexus/exposure analysis for your business
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  • NO Bookkeeping and/or payroll services provided

Comprehensive Tax Planning & Other Value-Add Advisory Services

  • Long-Term Income Tax Planning
     
  • Quarterly & Year-end Income Tax Projections
     
  • Stock Option Planning
     
  • Coordination with Client’s Team of Professional Advisors
     
  • Business Formation and Entity Structuring
     
  • Tax Deferred Real Estate & Section 1031 Transfers
     
  • Section 1202 Qualified Small Business Stock
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  • Notary Services
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*All recurring, fixed fee engagements are billed upfront, yearly on January 1*

Men with Calculator

“Your Tax Partner,
from Home to Anywhere”

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