Our Services
Income Tax Preparation & Compliance
Whether it is personal or business, we have you covered for Federal income and State income taxes.
IRS Notice Responses
Our team of experts can help you understand the notice, gather the necessary information, and draft a professional and persuasive response to resolve the issue with the IRS.
Amendments
Our team of tax professionals can help you navigate the process of filing an amendment, ensuring that all necessary changes are accurately and efficiently made to your tax return.
Extensions
We can help alleviate the stress of filing for an extension and provide peace of mind that your taxes are being handled professionally.
IRS Audit Representation
With our in-depth knowledge of tax laws and regulations, we can provide the guidance and support needed to achieve the best possible outcome for our clients.
Business Bookkeeping
We aim to assist businesses in managing financial records, tracking expenses, and following tax rules. With our help, businesses can simplify financial tasks and make smart choices to grow and succeed.
Quarterly Income Tax Estimates
By staying on top of these estimates, clients can avoid surprises at tax time and ensure they are thoroughly prepared to meet their tax obligations.
1099-MISC & 1099-NEC Form Preparation
We manage the entire process of gathering and submitting 1099 forms, allowing clients to focus on their core business activities. Clients can have peace of mind knowing that their forms are prepared correctly and comply with the latest tax laws.
S Corp & C Corp
We offer tax planning, compliance, and consulting services to help clients minimize tax liabilities and maximize benefits. We stay updated on tax laws to provide accurate advice. Our services support S Corp and C Corp businesses in navigating complex tax issues confidently.
1065 Partnership
We offer expert assistance in preparing and filing 1065 partnership tax returns. Our experienced team ensures accurate and compliant filing, minimizing stress and maximizing tax savings for you.
1041 Trust
Our 1041 Trust services are designed to help clients with the preparation and filing of trust tax returns. Our team of specialists guarantees adherence to tax laws and regulations, delivering precise and prompt tax preparation for your assurance.
Employee Retention Credits (ERTC)
Our Employee Retention Tax Credits service helps businesses identify and claim tax credits for retaining employees during challenging economic times. We work with businesses to navigate the complex tax laws and regulations to maximize their tax savings and ensure compliance.
Self Employment Tax Credits (SETC)
We help self-employed individuals save on taxes by identifying eligible credits and deductions. Our experienced tax professionals provide expert guidance to ensure all available tax benefits are utilized.
Financial Planning for Individuals & Businesses
We offer an assortment of services to assist our clients with their financial decisions. If you do not see what you are looking for below, feel free to ask about setting up a no pressure consult.
Your one-stop shop
We are not your typical CPA Firm. We are dedicated to providing personalized, innovative, and forward-thinking financial solutions to help our clients achieve their goals.
Connect with a Professional
We offer estate planning services to help protect and distribute your assets according to your wishes. Our comprehensive plan includes wills, trusts, powers of attorney, and other legal documents to efficiently manage and distribute your estate. Our experienced team provides personalized advice and support to help you make informed decisions about your estate, whether you want to protect your family, minimize taxes, or plan for long-term care.
We help clients resolve will, trust, and estate disputes. Our legal services include representation and guidance for contested wills, estate administration disputes, and beneficiary disagreements. Our experienced attorneys protect clients' interests and rights through negotiation, mediation, and courtroom advocacy. We are well-prepared to handle complex estate litigation matters with our in-depth knowledge of estate law and commitment to client advocacy.
We provide guardianship services for individuals who are unable to make decisions for themselves. Our services cover legal guardianship, financial management, and personal care. Our team creates personalized care plans to ensure well-being and safety, offering compassionate and reliable support. Our goal is to empower clients to live fulfilling lives, providing peace of mind for their loved ones.
We offer comprehensive probate and estate administration services to guide you through this difficult time. Our experienced attorneys can assist with legal and financial aspects, including paperwork, asset management, debt and tax payments, and asset distribution. We provide guidance and support to ensure your loved one's wishes are carried out.
We offer domestic asset protection trust services to help individuals safeguard their assets from creditors and lawsuits. Our experienced team helps clients establish a trust that shields their wealth while allowing them to maintain some control and access. We guide clients through the process, ensuring their financial interests are protected. With our expertise in trust law and asset protection, we provide peace of mind and security for their assets.
We provide foreign asset protection services for individuals and businesses to safeguard their wealth from risks and threats. Our services include setting up offshore trusts, establishing international business entities, and creating legal structures to shield assets from creditors and lawsuits. We also offer guidance on international tax planning, estate planning, and wealth management strategies. With expertise in international law and financial regulations, we help clients navigate global asset protection complexities for peace of mind.
Maximize Your Return,
Minimize Your Stress.
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