Our Services

Whether you received a notice from the IRS, need a tax return done for yourself or your business, or you simply need help tax planning for your future – we are here to help!

Tax Preparation

  • Individual 1040
  • Entities (Corporate, Estate, Trust, Partnership, LLCs)
  • Out-of-State Returns
  • Prior Year Returns

Tax Planning

  • Employee Stock Options: ISO, NQ, ESPP
  • Real Estate Sales & Purchases
  • 1031 Exchanges
  • Marriage/Divorce
  • Small Business Acquisitions & Dispositions

IRS Representation by Enrolled Agents

  • Audit Representation
  • Appeals
  • Lien/Levy Release
  • Repayment Plans
  • Offers-in-Compromise
  • Seizure Prevention
  • 100% Penalty Cases

Business Bookkeeping Services & Financial Statement Preparation

  • Quickbooks: Installation, Instructions & Consulting
  • Bookkeeping: Monthly, Quarterly, or Annual
  • Preparation of Apartment House Property Statement Form 571-R
  • Preparation of Annual Business Property Tax Statement Form 571-L
  • Adjustment of Journal Entries & Financial Statement Preparation for Corporations, Partnerships and Sole Proprietorships
  • Prepayments: Monthly, Quarterly, or Annual Sales Tax Returns