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Business Services

 

Preparation of Income Tax Returns - Federal & State

  • Corporation - C (1120)
  • Corporation - S (1120-S)
  • Partnership (1065)
  • Limited Liability Company (various)
  • Non-Profit (990)
  • Pension Plan (5500)

Planning Income Taxes

  • Incorporation Study
  • Retirement Plans
  • Limited Liability Company
  • Business Growth

Budgeting and Cash Management

  • Peachtree Software Assistance
  • Individualized Programs
  • Projections

Miscellaneous

  • Banking and Loan Assistance
  • Business Valuation Services
  • Lease vs. Purchase Analysis
  • Break-Even Analysis
  • Assistance with IRS and or State Audits
  • Amortization/Depreciation Schedules

 

Accounting/Auditing Services

  • Accounting Systems
  • Accounting Software Selection and Support
  • Compiled Financial Statements
  • Review Financial Statements
  • Audited Financial Statements

Bookkeeping Services

  • Client Accounting
  • Payroll Check Writing
  • Sales Tax Reports
  • Payroll Tax Reports (incl. W-2's)
  • Form 1099's
  • Reconciliation of Bank Accounts

Accounting Software Selection & Support

  • Peachtree
  • QuickBooks
  • Excel
  • Lotus
  • Many Others

 

Individual Services

 

Preparation of

  • Tax Returns - Federal and State
  • Offers in Compromise for Prior Taxes
  • Personal Financial Statements
  • Amortization Schedules

Planning

  • Income Taxes
  • Retirement
  • Estate and Gift
  • Financial

 

Budgeting and Cash Management

  • Peachtree Software Assistance
  • Individualized Programs

Miscellaneous

  • Assistance with IRS and/or State Audits
  • Banking/Loan Assistance
  • Divorce-Related Services

 

Estate & Trust Services

 

Tax Return Preparation

  • Estate (706)
  • Fiduciary (1041)
  • Gift (709)
  • Generation Skipping (709)

Planning  

  • Estate and Gift
  • Wealth Transfer Strategies
  • Post Mortem

 

Miscellaneous

  • Estate Administration
  • Estate Accounting

 

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