SERVICES

Tax Planning & Preparation for All Entities

In today's fluid and, all too often, complex, tax environment, effective tax planning and thoughtful tax return preparation is essential.

When we prepare a tax return, we are thinking beyond the return....how to minimize tax, the impact on next year, missing deductions, IRS exposure.

Timely tax planning promotes asset management in order to maximize deductions and take advantage of tax credits. We can work with you to provide customized solutions for both business and individual needs, recognizing tax laws and life changes.

Expatriate Tax Reporting Services

In today's increasingly global economy, more and more US citizens are working and living overseas. US citizens are taxed on their worldwide income which brings special tax attributes as well as generating numerous reporting requirements for this global population.

We are experienced with claiming Foreign Tax Credits, calculating the Foreign Earned Income Exclusion and reporting foreign investments and bank accounts. Because our office maintains a paperless environment, we can easily coordinate the flow of documents and returns overseas. We can successfully work with you in navigating the complexities of the US tax laws as they relate to your expatriate lifestyle. For more details, including Out of State services, go to our Expatriate and Out of State Services page.

Estates & Trusts Planning & Reporting

Careful and thoughtful planning to transfer wealth to the next generation while ensuring that assets are available for retirement is an ongoing service we provide. We are experienced in working in a collaborative effort with you, your legal counsel,and your investment expert to consider your needs and your goals in establishing trusts and planning your estate. We recognize that estate planning is a family matter to not only save estate tax but also to provide for family needs.

Individual & Business Financial Strategies

We are here to help you succeed, both in business and as an individual. A small business needs a trusted advisor to ensure reporting compliance and to provide strategic business planning. We can streamline your accounting system and fine tune your financial reporting to give you the information you need to better manage and grow your business.

We can assist with asset and resource management with an eye on retirement goals and your family's future. For businesses and individuals alike, we can assist with navigating the new health care act provisions.

Non-Profit Financial Reporting

The federal reporting requirements for Non-Profit Corporations have grown increasingly complex and arduous in recent years. An accurate, manageable accounting system is the foundation for the reports you'll need whether it's for a grant application or to prepare the Annual Form 990. We can work with your organization to set up a smooth accounting system that can be sustained through a change in officers. We can coach you through the Form 990 or can prepare it for you.

QuickBooks and Xero Certified

Our qualified professionals can custom-tailor QuickBooks and Xero to fit your unique needs. We provide all aspects of accounting and technical support no matter how simple or complicated your system needs to be.

You've got a business to run and our professionals can do whatever it takes to help you track your finances - anything from recording your data for you, providing accounting support to your bookkeeper, or guiding you on tracking your data yourself.

Payroll Services

Whether your company has one employee or many, we can customize your payroll service to fit the demands of your business and the needs of your employees. We offer full payroll service that includes all state and federal reporting at competitive rates and often with same day service.

Specialized Senior Services

Often for Seniors and for those who assist them, managing the mail and capturing the all important year-end documents becomes difficult. Our firm can provide an option that relieves this burden and still achieves an accurate, timely tax return.

Our information intake processes and our follow up action procedures are individualized to accommodate the special needs and preferences of Seniors.