Tax & Advising
Unlocking the connections between compliance and your business and personal finances .
As a locally owned and operated CPA firm, we take pride in working directly with our clients and developing long-term relationships guiding them through annual compliance matters as well as strategic planning for them personally and professionally. Our team of professionals come with decades of experience to assist you in understanding and reporting financial and tax information.
Services
Preparation of all standard US based tax forms including, but not limited to, Forms 1040, 1041, 1065, 1120, and 1120S
Nonprofit tax compliance including annual reporting on Form 990 series and applications for tax-exempt status with the Internal Revenue Service
Estate and trust consulting and tax preparation services including Forms 706 and 709
Small business consulting
- New business consulting covering entity classification considerations, financial reporting and tax reporting
- Bookkeeping preparation and training
- Annual 1099 reporting for applicable contractor payments including transmission to vendors and the applicable tax authorities
Tax consulting and advising services
- Assessment of personal or business transactions to understand tax implications and planning opportunities
- Retirement planning considerations for individuals and businesses.
- Note we do not offer financial advising services but do partner with other providers for this.
- Tax projections and identification of planning opportunities
- Business transition planning covering financial and tax considerations
Let’s work together
Whether you need a one-time consultation on a specific tax or accounting matter or ongoing tax and consulting support for you and your business, our team is equipped to deliver meaningful, actionable guidance that goes well beyond the scope of traditional tax preparation services.
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