SPECIALIZED SERVICES
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After death tax planning – Final personal, estate, and trust tax returns |
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Personal retirement planning |
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Tax planning and compliance |
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Estate, trust & gift planning, accounting, and administration |
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Divorce consultation |
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Canadian cross-border personal taxation |
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Income tax preparation: Federal, all states and Canada |
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All prior year income tax returns |
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Compiled, reviewed, and audited financial statement preparation |
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Corporate, partnership, LLC, and individual tax return preparation & planning |
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Non-profit accounting administration |
TAX PREPARATION & PLANNING
Tax returns for businesses and individuals, estates, trusts, and non-profit organizations. Strategic tax planning throughout the year in order to weigh the tax impact of financial decisions and maximize tax savings.
FINANCIAL STATEMENT PREPARATION
Compiled, reviewed and audited financial statements are issued in accordance with standards issued by the American Institute of Certified Public Accountants. Reports are prepared on an "as needed" basis. These reports provide the key information needed to make strategic planning and operational decisions.