Services Provided
Individual
Prepararation of Forms 1040, 1040NR & 709
Multi-State Filings
FBAR & FINCEN
Tax Planning
Investments
Business
Preparation of Forms 1120, 1120-S & 1065
Preparation of Forms 990 and PC
Multi-State Filings
Entity Selection
Succession Planning
Sale of Closely Held Businesses
Budget and Cash Flow Analysis
Trusts and Estates
Preparation of Form 1041
Grantor, Revocable, Irrevocable and Decedent Estate
Administration
Trustee Services
Accounting
Bookkeeping
Monthly Write-Up Services
Controller Services
Budget and Cash Flow Analysis
Non-Profit Consulting