TAX PLANNING AND FORECASTING
· Year-end Tax Planning
· Entity selection
· Business Acquisitions
· Business Dispositions
· Business Reoganizations (Tax free and taxable)
· Family Limited Partnerships TAX COMPLIANCE
· Individual tax return preparation and review
· Partnership and limited liability company tax
return
preparation and review
· "S" Corporation tax return preparation and
review
· "C" Corporation tax return preparation and
review
· Fiduciary returns for estates and trusts IRS AUDITS
· Representation before taxing authorities for
returns
prepared by the Firm
· Representation before taxing authorities for
returns
prepared by others RETIREMENT PLANNING
· Qualified Plan Selection
· Qualified Plan Implementation
· Qualified Plan Administration
· Qualified Plan Compliance including Annual
Filings
· Qualified (Large) Plan auditing by independent
CPA ACCOUNTING SERVICES
· Assist with selection, installation and maintenance
of
accounting systems
· Financial Statement compilations
· Financial Statement reviews
· Financial Statement audits TYPES OF INDUSTRIES
· Investors / Traders
· Tax exempt organizations
· Wholesalers
· Service businesses
· High Net Worth Individuals
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