TAX PREPARATION

• Individual
• Corporate
• Partnership
• Trust & estate
• Foundation
• Gift Tax
• Sales
• Payroll
• CWA
• LLC
• Foreign corps and reporting

TAX PLANNING AND PROJECTIONS

• Quarterly review of information to calculate estimated taxes due
• Provide tax projections to calculate year end officer’s salary and SEP or pension contributions
• Strategize with financial advisors to maximize tax benefits as pertaining to gains or losses in investment portfolios
• Annual review of financial position to determine appropriateness of gifting
• Analyze tax benefits of multiple filing scenarios

TAX AUDITS, INQUIRIES AND NEGOTIATIONS

• Liaison with the IRS and/or state government to provide documentation and support during audit examinations
• Correspond with government agencies to provide requested information
• Negotiate payment plans, offers in compromise and settlement agreements with all government agencies