Individual

• Tax compliance including preparation of all individual federal and state tax return as well as estate, trust, and gift tax returns.
• Income, trust, gift, and estate tax planning.
• IRS representation including assistance with delinquent returns, abatement of penalties, and working with office of appeals.
• Wide network of advisors to offer clients including estate planning attorneys, bankers, corporate trustees, wealth advisors, and insurance agents.

Business

• Tax compliance including preparation of federal and state tax returns for Partnerships, C-Corps, and S-Corps.
• Tax planning including assistance with entity choice.
• Accounting review
• Wide network of advisors to offer clients for banking, bookkeeping, payroll, business insurance, and legal representation.