Tax Preparation:
Individual tax returns
LLC (limited liability company) returns
Corporate tax returns
More…..
S Corporation tax returns
Partnership tax returns
Estate and Trust
Form SS-4 EIN applications
Form SS-8 Worker Status
Payroll tax returns
Sales tax returns
Property tax filings
Other state and municipal filings
Nonprofits and other Tax-exempt entities:
IRS determination filings – Form 1023
Tax Preparation for Nonprofit entities
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State Public Charities/Exempt Entities filings
Federal Form 990
Federal Form 990-PF for Private Foundations
State nonprofit information returns – all states
Pension tax returns – Form 5500
Estate, Trust, Fiduciary and Gift Tax Preparation:
Federal and State Gift Tax Returns
Trust Form 1041 and 1041-A
Federal and State Estate and Succession Tax Returns
Accounting Services:
Accounting and Reporting
Bookkeeping and Bill Paying
Payroll
Consulting:
We assist clients with a wide variety of services, including business advice, accounting and general ledger assistance, tax planning, minimum IRA distribution requirements, gift planning including preparation and completion of Form 8283 – Noncash Charitable Contributions