Services Offered

While this list is not exclusive, we specialize in the following:

  • Individual Income Tax
    • Schedule C Small Business / Sole Proprietorships
    • Schedule E Rental Property
    • Stock Options & Restricted Stock Units
    • Clergy & Ministerial Tax Returns
    • Property Tax Return / Renter’s Credit
    • Tax Credits
    • Multi-State Tax Issues
    • Non-Filed Prior Year Tax Returns
  • Business Income Tax
    • Partnerships Returns
    • Corporate Returns (S Corporation & C Corporation)
    • Returns of Organization Exempt From Income Tax (Non Profit)
    • Payroll (After-the-Fact)
    • Entity Selection & Restructuring
    • Debt and Finance Advising
  • Estate and Trust Fiduciary Returns
  • Gift Tax Return
  • Tax Planning & Projections
    • Maximizing Itemized Deductions
    • Retirement Planning
    • IRA Conversions
    • Withholding Analysis
    • Estimated Tax Analysis & Calculations
    • Maximize Tax Capacity
    • Tax Bracket Targeting
  • IRS & State Tax Authority Representation
  • Bookkeeping & Accounting

Services not offered:

  • Audited, Reviewed, or Compiled Financial Statements
  • International Tax Matters
  • Business Valuations
  • Forensic Accounting
  • Live Payroll
  • Charitable Gaming Accounting & Reporting
  • Legal Advice or Representation