If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
- Estate & Trust Tax Preparation
- Sales Tax Services
- Tax Preparation & Planning
- Offer in Compromise
- Unified Return Solutions
- Tax Lien Relief
- Wage Garnishment Solutions
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Offer In Compromise
An Offer in Compromise allows a taxpayer to get relief on their past back tax liabilities, but for less than the full amount owed. It is an excellent option for taxpayers suffering from financial hardship, but not a solution for every case. There are strict qualification guidelines for the OIC program.
Unfiled Return Solutions
Unfiled Returns are also commonly known as back tax returns. This very often will lead to excessive penalties, fees and taxes owed. As you know tax returns should be filed timely every single year including extensions. This should be taken seriously because if you fail to file a return for any given year the IRS will file one for you, based solely on reported income. According to the IRS “Continued and flagrant non-compliance can be deemed as tax evasion, which could result in additional penalties, and/or criminal prosecution. These services can also so be provided for Unfiled State returns.
Tax Lien Relief
Delinquent taxes can have a devastating effect on you financially. Having a tax lien imposed by law upon your real or personal property for taxes owed, can be emotionally disconcerting. Unfortunately ignoring them will not make them disappear. But we can provide the expertise to assist in the mitigation of these penalties, be it with the IRS or from a specific State taxing authority.
Wage Garnishment Solutions
Wage garnishment is the cruelest process of collecting delinquent tax debts. Most taxpayers are not aware of the garnishment until after the monies have already been removed from their paychecks. These notices are sent and must be enforced by the employer without regard. We will assist in having the garnishment lifted and help set up a feasible payment arrangement between the two parties.