Services

---

Income Tax Preparation

• 1040/540 Individual Income Tax Returns
• 1065/565 Partnership Tax Returns
• 1120/1120S/100/100S Corporate Tax Returns
• 1041 Trust Returns
• Foreign Income Reporting
• Amended Returns

Tax Resolution, IRS Audit and Collections Representation

• Tax Liability Issues
• Audits: Income Tax, Sales Tax, Payroll Tax and Workers Compensation
• Offers in Compromise
• IRS Appeals
• Amended Returns

Foreign Income and Asset Reporting

• Foreign Income/Tax Reporting
• Foreign Financial Account Reporting (FBAR)
• Foreign Gifts Reporting
• Foreign Financial Assets Reporting
• Foreign Corporations

Complete Accounting and Financial Reporting
 Accounting/book-keeping for small businesses, corporations and self-employed individuals:

• Income Statement with current month and year to date comparative data
• Complete Balance Sheet, General Ledger, Payroll Reports

 
Payroll Services

• Complete payroll services
• Paycheck and/or payroll calculations (weekly, bi-weekly, semi-monthly)
• Governmental inquiries

 
Government Reporting

• Quarterly Federal and State Payroll Tax Returns, 941/940/DE9/DE9C
• Monthly, Quarterly or Yearly Sales and Excise Tax Returns
• W2s, W3s, 1099s, 1096s and year end reporting for distribution to employees and returns for federal and state purposes

 
FAFSA and College Financial Aid Consulting

• Financial Aid Consulting
• Financial Aid Planning
• FAFSA Form Preparation

 
Tax Consultation

• Tax Planning
• Consulting Services (Office, Phone, On-site)

Financial Planning and Budgeting

• Income and Expense Analysis
• Cash-Flow Analysis
• Budgeting

​
Incorporation Services

• Form Corporation, LLC, etc.
• Obtain Federal and State ID Numbers
• Obtain Corporate Seal, Stock Certificates, etc.
• File S-Corporation Election, Statement of Info, Corporate Dissolutions
• Annual/Special Corporation Meeting Minutes
• Prepare Personalized Bylaws