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