INDIVIDUAL CLIENT SERVICES
- Income tax planning and consulting
- income tax preparation
- income tax problems
- Representation before the IRS or state taxing authority
- filing tax returns for previous years
- payroll tax problems and issues
- back tax issues
- retirement planning
- Social Security planning
- Social Security/deferred income integration matters
BUSINESS SERVICES
- accounting and bookkeeping services
- QuickBooks accounting and assistance
- New business startup
- strategic business planning
- succession planning
- cash flow management
- business level tax services
- quarterly payroll returns
- annual tax filings (i.e W-2, W-3, 1099 & 1096, 940, 941 Etc.)
