Professional Services

 

  • We provide consultations on various tax and accounting matters including. Please complete the Contact form and we will respond to schedule a time to chat.

  • We provide advocacy in federal and state tax-related matters including:

    • Letter responses and audit defense

    • Penalty abatement

    • Theft loss and Ponzi scam issues

    • Unfiled tax return preparation

    • Offers in compromise

    • Installment agreements

    • Accounting

    • Claims for refund

    • Payroll tax & Trust Fund Recovery penalties

    • Collection Due Process appeals and hearings

  • We provide support services to a client’s attorney and the various members of the support team and consultants in actual or potential legal proceedings before a court of law or regulatory body, including investigatory services to analyze, evaluate and interpret evidential matter.

    The scope of services varies depending upon the nature of the situation and may include:

    • Data analysis services

    • Forensic accounting

    • Investigations

    • Expert testimony

    • Probate support

    • Legal research and analysis

    • Accounting, tax and analysis

    • Investigatory accounting services

    • Assistance with negotiations

    We specialize in the areas of tax related matters in litigation support. We are not a one-size-fits all Firm and each potential engagement is evaluated on its merits and our areas of expertise.

    We engage directly with a client’s attorney in these matters. We are not attorneys at law and do not provide legal advice for which an attorney should be consulted.

    Please contact us if you are interested in learning more how we can assist.

    Litigation support is governed by the Statement on Standards for Forensic Services No. 1 (SSFS 1) issued by the Forensic and Valuation Services Executive Committee (FVS Executive Committee) of the AICPA.

  • Tax preparation and planning for individuals, C- and S-corporations, LLC’s and partnerships including:

    • Current tax returns

    • Unfiled returns

    • Multi-state tax compliance

    • Amended returns

    • S-corp elections

    • Estimated taxes

    • Tax planning

  • We provide a range of services to meet your needs including:

    • QuickBooks - setup, integrations, year-and cleanup, reconciliations, ongoing bookkeeping support, and more...

    • Bookkeeping - from one-off jobs to ongoing bookkeeping services

    • Multi-year accounting catch-up and clean-up

    • Payroll tax & contractor compliance

  • We help you evaluate business decision from simple to complex, help you plan for the future, minimize taxes and more including:

    • Forming a new business

    • Entity selection

    • Obtaining an IRS tax ID number

    • Beneficial Owner Information reporting

    • S-corp elections

    • Employer registrations

    • Multi-state and Nexus issues

    • Payroll tax compliance