We will recommend quarterly estimated tax payments, if applicable to your situation. As the year progresses, adjustments to your estimate may be necessary. Once notified of any changes, we will provide you with updated estimates along the way, so you do not severely over- or under- pay.

Upon your request, we will schedule meeting(s) to go over your taxes around November or December. This is a great opportunity to not only measure out what your potential tax liability will be, but also to coordinate any year-end tax strategies that save you money.

Each July, you can expect contact from us to perform a mid-year tax projection (for periods January-June). We will work with you to update your accounting records for half of the year, and extend an estimation of the next half of the year, to produce a financial picture of your current tax year. We will take this information and make recommendations to maximize your tax savings for the rest of the year.

Each December, you can expect contact from us to perform a year-end projection. We will work with you to update your accounting records for the current tax year and generate an estimation of what the business tax return(s) will look like. We take this information and make recommendations to maximize your tax savings before the end of the year.

Executors of estates often meet many obstacles while administering an estate. Often times, they must depend on attorneys to help guide them through the court system and trust documents to comply with their obligations. But most attorneys aren’t well-versed in the tax implications of administering estates. We bridge the gap, both advising and ensuring compliance with tax obligations. Adherence to deadlines is essential when it comes to administering estates, and as such we strongly encourage employing our involvement as early in the process as possible.

Obscure and challenging, gift tax returns are both difficult to understand and weigh significantly on potential future tax implications. Therefore, it is imperative that clients gain a thorough understanding of their obligations. We guide you through the tax laws and their implications, while educating you on future pitfalls and opportunities along the way.

We provide regular state sales tax return preparation and assist with its initial set up. State laws change all of the time when it comes to sales tax, and thus we employ internal software to allow us to maintain a current understanding of each state sales tax laws, so you remain in compliance now and in the future.

Most states require some form of entity registration and associated fees or taxes. Not only do we help you set up your entity registration, but we also keep track of the regular filing requirements and renewals. One more thing you don’t need to worry about, so you can continue focusing on your business.

Beyond bookkeeping reports, we can customize financial reports to include a variety of relevant data at your request. We provide a multitude of financial reports to satisfy any need you may have. We also schedule time with our clients to go over the data, pointing out relevant information along the way for constructive and proactive planning.

We offer both trust accounting for probate court and trustee requests. Additionally, we offer 3-way reconciliation trust accounting for attorney escrow accounts (to comply with most state bar association requirements). We specialize in trust accounting and taxation, and therefore have every tool at the ready to assist with these specialized services.

Once you reach the stage of life where you think about what you’re leaving behind, we’re here to assist you doing it in the most tax efficient manner possible. We learn about your particular life and goals, educate you on your options and coordinate with your estate planning team to arrive at the desired outcomes. Estate planning is a team effort, usually combining the efforts of numerous disciplines, and we relish the opportunity to lead in the effort to deliver for you.

For those charitably inclined, we offer numerous services in such area. From organizing foundations, to providing calculations for charitable trust vehicles (CRUTs, CRATs, etc), we meet with you to compile a tax efficient strategy that puts the most amount of your charity to the right hands and out of Uncle Sam’s pocket.

You lucked out on an investment and you know you’re going to owe Uncle Sam a pretty penny. Perhaps, or perhaps not. By including us early in the conversation, we can find creative (and legal) ways to mitigate tax implications. The US tax code is full of exemptions and incentives for tax efficient strategies to be devised when consulted early in the process. Nothing excites us more than saving thousands of dollars in taxes for our client.

Accounting systems are complex, but that does not need to be a source of frustration for you. We offer numerous options to create, recreate or otherwise fix broken systems. We can recover data and recreate accounting systems from scratch utilizing cost efficient tools. We also offer training services for businesses who employ new bookkeepers or accountants who may be unfamiliar with your accounting system.

Not all tax cases qualify for this option, and we are very transparent with you of this fact from the beginning of the inquiry. However, should you deem as a qualifying candidate for this option, we are experienced in filing and successfully being granted Offers in Compromise submissions to the IRS. We can assist you in navigating the numerous documents required for this filing, as well as present you with a cost-benefit analysis to make an informed decision based on your particular tax situation.

This type of tax relief is both complex and difficult to obtain. Taxpayers must provide hard-to-obtain evidence to present to the IRS to qualify for this type of tax relief. We work with you to gather the necessary documentation and file the required tax forms.