Tax Planning Services

• Maximize return on investment
• Minimize Tax Obligation

Individual Tax Preparation

• W-4 Withholding Selection
• W-2 Preparation & Filing
• Tax Shelter Methods

Business Tax Preparation including:

• Corporation 1120
• S Corporation 1120s
• Partnership 1065
• Non Profit 990
• Estate 1041

Tax Debt Negotiations
IRS Audit Representation
Estate Tax Planning

Business Tax Consulting

• Federal and State Withholding
• Medical Coverage Compliance

Financial Planning

• Annual Budgeting
• Cost Analysis
• Profit Planning

Not-for-Profit Planning

• Payroll 990
• Pastoral Retirement
• Charitable Giving

Wealth Creation & Management

• Estate Planning
• Retirement Planning
• Inheritance Planning
• College Planning
• Succession Planning

Insurance Services

• Life
• Long Term Care
• Disability Planning
• Health

Financial Tools

• Asset Management
• Cash Flow & Budget Analysis
• Accounting System Training

Business Formulation

• Business Plan Development
• Business Start-ups/Expansion

Business Compliance

• Federal and State Reporting
• Labor Law Compliance
• Safety and Environment Plans
• Contingent Workforce Planning

Accounting Services

• Bookkeeping
• Financial Statements
• Compilations
• Payroll Services

Managerial Accounting

• Job Costing Techniques
• Earned Value Management
• Tracking Scorecard
• Cost Volume Profit Analysis