Tax Planning and Preparation
TAX preparation and year-end IRS FILINGS
Prepare personal tax returns including Schedule C and Schedule E. Partnership returns.
Tax Planning
Prepare for financial events to maximize your results.
Consulting
Tax planning
Help optimize your tax situation based on financial events that have not yet occurred. Tax planning can be as simple as ensuring you are withholding enough from your paychecks or making estimated tax payments to avoid underpayment penalties. It can also be more complex, maximizing credits and deductions or increasing or decreasing income to take advantage of the tax code. The cost of a tax plan can save you money not just in the current tax year, but for years to come.
financial planning
We provide a holistic view of your financial situation. We examine your sources of income, investment portfolio, estate plan, risk plan, and debt situation. We do NOT manage assets, we will work with your money manager/banker/attorney to make sure your plan is implemented to complement your tax situation.
Sales tax CONSULTING
Analyze your current sales tax responsibility, and assist with enrolling in a sales tax software platform.
Accounting Support
accounts payable management
Receive, enter and monitor vendor invoices.
billing & accounts receivable
Generate client billings, receive and post payments.
monthly BOOKKEEPING maintenance
Enter and classify transactions and reconcile accounts. W2 and 1099 filings.