Individual Services
- Income tax preparation
- Multi-state tax services
- Strategic tax planning
- Pre-scheduled tax season appointments that provide more timely service
- Estimated tax projections
- Secure electronic filing
- Newsletter updates of tax law changes
- 100% online services available through the use of our client portal
- Estate, gift, and trust tax return preparation
- Assistance with IRS or state notices
Small Business Services
- Start-up services
- Income tax planning
- Income tax preparation of all federal, state, and local returns
- Small business owner tax return preparation and coordinated planning
- Compilation and review of financial statements
- QuickBooks training and support
- Fringe benefit calculations
- Complete bookkeeping and accounting services
- Complete payroll service including direct deposit
- Preparation of Forms 1099
- Assistance with IRS or state notices
