Services

What We do

Tax Services

Tax preparation

  • Business and personal federal and state tax returns
  • Partnerships, S Corps, Corporations, Trusts, Individuals
  • Driven to reduce tax liability
  • Pinpoint accuracy
  • Federal, state and local compliance

Tax planning

  • Forward looking and proactive tax planning
  • Think outside the box approach to minimize tax liability
  • Highly conscientious to make considerations for all factors and variables
  • Quarterly tax estimates
  • Comprehensive year-round approach

Tax Representation

  • IRS representation and support for complicated tax matters
  • Savvy and experienced in dealing with the IRS
  • Common tax matters: unpaid taxes, IRS audits, missed tax filings, tax liens, offers in compromise, collection notices
  • IRS Taxpayer Bill of Rights¬†provides you the right to retain representation before speaking to the IRS

Tax Credits

  • Offers up to $26,000 refundable tax credit per W-2 employee
  • Full eligibility assessment via reduction of gross receipts or suspension of operations
  • Businesses are still eligible even if they took PPP loans
  • Optimization in allocation of wages used in PPP and tax credits
  • Qualifying businesses are able to claim credit until 4/15/2024 and 4/15/2025 for 2020 and 2021, respectively
  • Audit protection and defense included
  • Guaranteed maximum credit

R&D (Research and Development) Tax Credits

  • Available to businesses with research and development expenditures
  • Thorough eligibility assessment via four part test
  • Free-up cash flow to reinvest
  • Tax credit typically represents ~7-10% of qualified research expenditures (QREs)
  • Non-refundable – credit is rolled forward to future years if no tax due in current year
  • Eligible start-up businesses can opt to offset payroll taxes when no federal tax due
  • Audit protection and defense included

Client Accounting Services

Outsourced CFO, Accounting and Bookkeeping

  • Accounting¬† policies and procedures implementation and maintenance
  • Offered insight and analysis of business operations and KPIs
  • Highlight strengths, weaknesses, opportunities and threats of business
  • Periodic monthly, quarterly and annual financial statement reviews
  • Increased business decision making based on reliable and accurate financial statements

Other Services

  • Financial Statement Analysis
  • 1099 Preparation
  • Sales and Use Tax Filings
  • Industry Analysis and Benchmarking
  • Business Consulting
  • Property Renditions
  • Secretary of State Reinstatement
Free Consultation

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