We represent businesses and individuals before the Internal Revenue Service and State Revenue Agencies in the areas of examinations, audits, and collections.
How can an Enrolled Agent help me?
EAs advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. EAs prepare millions of tax returns each year. Enrolled Agent’s expertise in the continually changing filed of taxation enables them to effectively represent taxpayers audited by the IRS.
New Business Startup
We work with you to find the best options for your new business. We will help you decide up on the type of business whether it is a sole proprietor, corporation, s-corporation, limited liability company, or partnership. We will coordinate your business startup with an attorney if necessary. Other services include filing for your Federal and State ID numbers and other appropriate filing requirements.
Financial Planning
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
Accounting Services
Bookkeeping
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks.
Financial Statements
Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.
Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting, mid-year and quarterly tax planning.
Payroll Services
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.
Tax Preparation Services
Individuals
A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.
Business Tax Returns
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.
NonProfit Returns
Nonprofit return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.
Tax Planning
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting, mid-year and quarterly tax planning.