

US Income Tax Assistance and Tax Planning:
- Tax preparation: federal, and all states and localities
- Income projections under multiple scenarios for tax planning
- Identification and deduction of all costs and applicable tax credits
- ROTH IRA conversion planning
- Entity planning and selection (choice of Corporation versus S-Corporation, LLC or association)
- Mergers and Acquisitions support
- Succession Planning
- Cryptocurrency tax reporting and tax planning advice
Budgeting:
- Budget v. actual v. forecast analysis
- Personal or Business
- Cash flow planning
- Examples: college savings, gifting, taxes, retirement, etc.
- Retirement planning, short- and long-term projections for income and tax impact to assist you in deferral/investment decisions
- For business growth or contraction
- Increased or reduced staffing and resultant payroll tax/benefits
- New business planning, such as break-even analysis
Payroll services:
- Preparation, payment and filing with all taxing authorities
- Electronic payments to your employees
Bookkeeping – a compilation of business transactions:
- Automate your transactions to:
- reduce errors
- include standard monthly entries
- Bank and credit card integration, if desired
- Establish dashboard reporting for management analysis
- Complex transaction recording
- Train you or your staff in the use of the system as required
Assistance with Federal, State and Local tax authorities:
- Answer questions
- Resolve issues
- Support inquiries and audits
Special Projects, such as:
- General Business and Board Advisory Services – we will answer your accounting and tax-related business management questions and/or lend our advice during your board meetings
- Cost Segregation Analysis: obtain maximum depreciation deductions in the early years of service for your new or recently purchased building
- Tracking of costs/projects for maximum application towards tax credits
- Purchase versus Lease analysis, autos or equipment
- Determine most beneficial financing packages
- Analysis of Insurance needs/coverage/cost
- Married versus Separate personal filing status