Our services

Individual Tax Preparation

 

Here's what else we do for you:

  • Prepare accurate tax returns that are filed on time
  • Calculate estimated taxes for self-employed small business owners
  • Develop tax planning strategies that reflect individual financial goals
  • Electronic filing and direct deposit for a faster tax refund
  • File extensions and calculate estimated tax to avoid interest and penalties

Tax Preparation for Businesses

 

Here is what we do for you:

  • State and federal income tax preparation and filing
  • Local and state sales tax compliance
  • State and federal payroll tax
  • Minimize tax liability through the use of proven tax planning strategies
  • Profit and loss statements
  • Mergers and Acquisitions
  • Entity selection and structure (S-Corp, C-Corp, LLC)

Insurance services

 

We can assist with:

  • Risk assessment and guidance on mitigation, transfer and treatment
  • Sharing of risk management best practice for regions/industries
  • Guidance on ways to reduce costs
  • Input into selection process for external advisors/brokers
  • Claims "assistance" with insurers
  • Training

Construction Tax Services

 

Here’s what we do for you:

  • Financial statements - reviews, compilations, and audits
  • Financial reporting systems - review and implementation
  • Review internal project controls
  • Contractor dispute resolution
  • Construction audits
  • Tax return preparation
  • Payroll
  • Business valuation and succession planning

Tax Services for Healthcare Providers

 

Here’s what we do for you:

  • Payroll processing
  • Financial reporting and monthly/quarterly statements including profit and loss
  • Tax preparation services
  • Tax planning
  • Cash flow and budgeting analysis
  • Audits, compilations, and reviews
  • Starting a new practice including entity selection

Specialized Real Estate Tax Services

 

Here’s what we do for you:

  • Dispositions of real estate
  • Section 1031 Exchange assistance
  • Due diligence for proposed real estate transactions
  • Lease audits
  • Real estate investment trust consulting
  • Bank Financing
  • Tax credits – energy, solar, enterprise zones, and low-income and affordable housing
  • Business and real estate valuations
  • Internal control audits
  • Succession planning
  • Litigation Support and Fraud investigation
  • Capital acquisition and disposal