We offer tax, accounting, and consulting services including but not limited to the following areas:
Tax Return Preparation and Filing
Our areas of specialty in tax include the following:
Trusts and Estates
Estate and Gift
Sales and Use
Foreign Business Entity Ownership Reporting
Foreign Ownership of Domestic Entities
We can represent you in the following matters:
United States Tax Court matters, such as IRS Notice of Deficiencies, adverse determinations for CDP hearings, innocent spouse requests, and others.
IRS and state revenue agency examinations, including payroll and sales/use tax audits.
Appeals of tax audits and audit reconsiderations.
Tax collection matters, including submission of Offers in Compromise, installment agreements, and non-collectible status requests.
We offer business advisory services.
General business advice
Retirement and Estate Planning
We provide advice in the following areas:
Estate tax minimization
Business succession planning
Not all entities are appropriate for all situations. Often times laws in one state prohibit the activity of an entity from another state in that form.
We look at your specific facts and provide advice as to what entity is most appropriate for your business and tax situation.