Income Tax Planning and Compliance
Spotlight

We can help you with virtually any tax planning and compliance issue. The following are examples of some of the services we provide.

  • Individual Income Tax Planning and Compliance - we can prepare all federal and state individual income tax returns for our clients.
  • Business Income Tax Planning and Compliance - this includes partnerships, corporations, S corporations. We can prepare all federal and state tax returns.
  • Estate Tax Planning and Compliance - this includes both fiduciary income returns as well as the estate tax return.
  • Fiduciary Income Tax Returns - this includes fiduciary returns for both estates and trusts.
  • Gift Tax Returns - we can help you both plan your gifts, as well as any necessary tax returns.
  • Charitable OrganizationTax Returns - we can prepare any necessary tax returns.
  • Payroll Returns - we can prepare all state and local payroll returns, including quarterly and annual federal taxes, quarterly and annual state unemployment returns, federal tax deposits, payroll information returns (W-3, W-2, 1096, 1099), and any other payroll tax and reporting issues.
  • IRS Representation including IRS appeals - we will help you prepare for any IRS examination, and help you navigate this complicated process.
  • Representation before State and Local Taxing Authorities - similar to our IRS representation services, we will help you through any state and local examinations, such as state income tax, state franchise taxes, sales tax audits, and others.
  • Any other tax-related services