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Practice Areas

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Income Tax

 

Because understanding taxes isn’t enough, we won’t rest until we understand your business, your goals, the reasons behind your strategy and your transaction. Only then can we tailor a solution to the tax issues surrounding your transaction that is right for you.

 

Tax season is not over if you haven't filed yet. Do not wait any longer to file any past due returns as you only have a three year statute of limitations to claim your refunds. After that, Uncle Sam keeps your money. Don't you pay enough already?

We can help you file any unfiled returns or amend any incorrectly filed tax returns. Get those refunds before it is too late. If you think you may owe, why wait? The tax liability is not going away. Let us help you file and get the burden off your back. We can help you set up a payment plan if needed.
 

Living Trusts

 

A living trust provides lifetime and after-death property/cash management. If you are serving as your own trustee, the trust instrument will provide for a successor upon your death or incapacity. Court intervention is not required. Livings trusts also are used to manage property. If a person is disabled by accident or illness, the successor trustee can manage the trust property. As a result, the expense, publicity, and inconvenience of court-supervised distribution of your estate can be avoided

If a living trust is properly written and funded you can:

  • Avoid probate on your assets

  • Plan for the possibility of your own incapacity

  • Control what happens to your property after you are gone

  • Use it for any size estate; and

  • Prevent your financial affairs from becoming a matter of public record

     

Advisory mergers and acquisitions

(Protecting and maximizing your deal)

 

Whether you are buying or selling, tax issues can complicate every deal. Finding a transaction structure that meets the needs of the buyer and the seller, achieving a step-up in tax basis, and determining whether and how net operating losses, carryforwards and other tax attributes can be utilized are complex issues that need to be addressed.

 

We’ve worked on thousands of transactions for large public companies, S corporations, partnerships, family-owned businesses and entrepreneurs. We work with companies across a wide range of industries and with diverse strategies and goals. Our professionals know the issues and the solutions.
 

Bookkeeping

-(Accounting Made for You,the Non-Accountant).

 

We have several 

* QuickBooks Certified Pro Advisor & Experts
* QB Reviews, Books Set up and Clean Up
* A/P, A/R, Reconciliation
* Affordable Flat Rates Packages
* Virtual Offsite and Onsite Services

Payroll

 

Cloud-based payroll, Human Resource Management, and Medical benefits solutions with service when, where and how small businesses need it.

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