Services

Small Business Services

• Start-up assistance for corporations, S corps, Partnerships and LLC's including Accounting and Bookkeeping
• Business income tax returns
• Accounting systems set-up
• Representation before IRS or State during audits
• Exempt organizations and private foundations set-up and record keeping

Individual Services

• Multi-state income tax return preparation
• Gift tax returns
• Estate planning
• Financial planning overviews on a fee-for-service basis
• Representation before IRS or State during audits
• College FAFSA applications (Free Application for Federal Student Federal Aid)

Trust and Estate Services

• Set-up for trusts and estates record keeping
• Multi-state income tax return preparation
• Estate and inheritance tax returns
• Estate and trust accountings