Services

More than taxes…learn about the services we offer.

Services for Individuals

  • Estimated tax payment calculations
  • Federal and State tax return preparation
  • Multi-state tax situations
  • Representation and assistance with IRS and State notices
  • Tax planning and consulting
  • Tax projections

Services for Businesses

  • Annual Report preparation
  • Choice of Entity analysis
  • Federal and State tax return preparation
  • Form 1099-NEC preparation
  • Monthly bank reconciliations
  • Quarterly QuickBooks analysis
  • Tax planning/Year-end planning
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