Our Services

Tax Preparation

• 1040 (Personal)

• 1041 (Trust)

• 1065 (Partnership)

• 1120 (Corporate)

• 1120S (S Corporation)

• 990 (Non-profit)

• 706 (Estate Tax)

• 709 (Gift Tax)

Bookkeeping

• Including QuickBooks

Financial Statement Preparation

• Bank/Loan Purposes

• Tax Purposes

Tax Planning

• Entity choice

• Projected taxable income and evaluation of necessity of making estimated payments

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Outsourced CFO Services

• Lease v. Buy Decisions

Business Valuation