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
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
Other Services
- Financial Statement Analysis
- 1099 Preparation
- Sales and Use Tax Filings
- Industry Analysis and Benchmarking
- Business Consulting
- Property Renditions
- Secretary of State Reinstatement