Nonprofit
- Organization launch and set up guidance
- IRS application preparation for tax-exempt status
- Bookkeeping for payables, general ledger entries, comparison of budgets to actual results, and monthly reporting
- Payroll tax filings
- Sales and Use Tax Filing
Homeowner's Association
- Advice and accounting system management for accounting records and budgeting
- Audit, review and compilation financial reporting
- Filing of federal, state, and local tax returns
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Businesses
- Business launch and set up guidance
- Setting up accounting systems and software training
- Audit, review and compilation financial reporting
- Tax planning: Minimization of tax and maximization of profits
- Filing of federal, state and local tax returns
- Bookkeeping for payables, general ledger entries, comparison of budgets to actual results, and monthly reporting
- Payroll tax filings
- Sales and Use Tax Filing
Individuals
- Tax planning and return preparation
- Non-Resident Alien returns
- US Residents living abroad
- Prior year return review and amendment if necessary
- Applications for abatement of penalties for late returns
- Negotiation of "Offers in Compromise" with the IRS for taxpayers who owe back taxes and are unable to pay them
- Representation before the Internal Revenue Service on tax matters
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Trusts and Estates
- Trust and Estate income tax return preparation
- Estate Tax Return preparation
- Estate and Trust accounting as required by local jurisdictions
Benefit Plans
- Filing of information returns with the Internal Revenue Service
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