Our Services
Tax Services
Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws and
the difficulty of interpreting them, you need a tax advisor who
not only can ensure you’ve complied with the law, but who
can help you claim valuable deductions and credits you may have
never suspected. Our firm goes out of its way to reduce the
burden of paying taxes for all filers. We pledge not only to
prepare your tax returns in the best-informed, most ethical
manner possible, but also to work with you year-round as needed
to plan a strategy that will minimize your total tax burden. We
are qualified to prepare all federal, state, and local tax
returns for individuals, corporations, partnerships, and
fiduciaries.
Multi-State Taxation
Whether your moving from state-to-state during the year, have
real estate or business activities in multiple states, or are
a member of the military stationed outside your home
state, we have the resourses and experience in dealing multiple
state taxation issues.
Irs And State/Local Representation
Our firm knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing
authorities.
Mortgages
We all know how critical the housing crisis has become.
We’ll help you determine whether you qualify for a
mortgage based on your current and projected income, and
we’ll analyze the advantages or disadvantages of
fixed-rate and adjustable mortgages as well as other aspects of
home financing. For older homeowners, we’ll discuss
options such as using a reverse mortgage as a source of
income. If you are contemplating a short-sale or
foreclosure, we can analyse the tax impacts of either scenario
and give you advise to make an informed decesion about your
future.
Investors
We are well aquainted with the tax rules relating to Day
Traders, real estate investors, and stock investors. In
particular, we understand the complex reporting requirements
associated with Restricted Stock Units, and other stock based
employee compensation plans, such as ESPP's, ESOP's, and stock
option plans . We are also well prepared to handle
your 1031 Like-Kind Exchanges, and can help analyze the
profitablitiy of your real estate
investments.
Business Consulting
Our goal is help your small or mid-sized business succeed, no
matter what the economic climate. To this end we offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom line. We
have the experience to help you grow and manage your
business.
Incorporation And New Business Analysis
Our firm can help you with the process of setting up a new
corporation, partnership, or LLC. We will advise you on the
advantages and disadvantages of the different types of entities
you can choose. We are also well prepared to assist you
with the purchase and sale of an existing business, business
succession planning, liquidations, and dissolutions.