Tax Preparation
Individuals
Corporations
Partnerships and LLCs
Estates and Trusts
Sales Tax
Payroll Tax

International Services
Offshore Entity and Account Disclosures
Planning for Multi-National Business, Investing, or Work
Foreigners Doing Business, Investing or Working in the USA
Americans Abroad
Foreign Trust Planning and Compliance

Tax Planning
Self Employed, Entrepreneurs and Inventors
Executives
Investors
Compensation Planning – including Stock Options
Retirement Accounts
Education Savings
Choice of Entity
Gift and Estate Planning

Tax Representation
IRS and State Audit
Collection Negotiations
Penalty Abatement

Accounting Systems, Software Installation and Training
QuickBooks
AccountEdge
Quicken
Cloud-Based and Desktop Solutions

Real Estate Planning
Landlords and Investors
Homeowners
Personal Financial Services and Reports

CFO/Controller Services
Year End Closing
Cash Management and Bookkeeping Consulting
Board Reports
Financial Audit Support
Financial Strategy and Cash Flow Planning
Lease vs Buy Decision Support