Tax Help

We provide tax services you can trust using personal and business taxation and financial strategies, as well as financial and tax planning.

Leave all your business and personal tax preparation to us. We stay abreast of changes in tax law and have the credentials and experience to provide strategies and tax preparation that use these laws to make it easy for you to focus on your family and business’s growth and success.

We provide customized tax preparation and filing of both personal and/or business returns no matter how large or small the outstanding tax may be.

We can represent you in negotiations with the IRS and state tax authorit ies and prepare your personal and/or business taxes for past and future years to help avoid this type of problem in the future.

Financial Statement Preparation

We prepare financial statements for individuals, as well as businesses, to help you evaluate your finances. We strive to educate our clients about their financial position so that they understand it and are able to make informed decisions. We can be used for licenses, loans, business investments, go vernment contract bidding, and legal documents for divorce, government installment agreements, and insurance policies.

Tax resolution services

We are here to build a lasting relationship with you.

Our firm is skilled at resolving issues for those who are experiencing existing problems with the IRS, whether it be owing the IRS monies and/or taxes that haven’t been filed in a year or more.

Our services include updating tax filing, making payment arrangements and settling a multitude of tax issues.

We are tax resolution experts who are aware that today’s economic climate has caused many factors that have affected taxpayers in the form of severe financial hardship. Filing your taxes will reduce and sometimes even eliminate much of your tax debt.

Please contact us to assess your unique situation and provide a comprehensive assessment of all of the possible options available to settle your tax debt and help you get the best possible resolution.

We provide customized tax preparation and filing of both personal and/or business returns no matter how large or small the outstanding tax may be.

We can represent you in negotiations with the IRS and state tax authorities and prepare your personal and/or business taxes for past and future years to help avoid this type of problem in the future.

Consulting Services

We provide a broad range of consulting services, including Business Strategic Planning and Development, Providing Entity Formation, Estate Planning, Retirement Planning and Payroll Planning.

Business Planning and Development – Includes one-time and ongoing business plans

Entity Formation – A thorough analysis will determine the best entity structure for your business, including the forming of partnerships, limited liability companies, and corporations

Estate Planning – Detailed estate tax planning using strategies such as charitable trusts, life insurance trusts, family limited partnerships, and gifting

Accounting Systems – Different types of accounting systems are created for different businesses

Retirement Planning – Encompassing financial and tax analysis suited to each client’s individual needs

Payroll Planning – Weighing the benefits of hiring employees vs independent contractors

Wages – Self-employed professionals, contractors and consultants

Other services

Divorce
Divorce often brings about a plethora of financial issues that can be heightened by emotional conflicts, including child custody, infidelity and living expenses. While attorneys can help you navigate through the applicable laws, an Enrolled Agent is better equipped to help you figure out the solution to the fiscal puzzle regarding the financial side of the negotiations.

Living Abroad
Living or working abroad can make filing taxes complicated. We are knowledgeable about all of the factors involved including where your dependents live, where residency is, and/or handling dual residency.

Americans working abroad are still obligated to file tax returns to the IRS. We can help you determine the issues pertinent to your unique situation. Expatriates may qualify for foreign-earned income exclusion but still may owe some taxes to the IRS. In addition, there are elements that you should be aware of, including social security, Medicare, tax treaties, and foreign tax credits. Contact us for a Living Abroad Tax Consultation before you decide whether to file for yourself, use a commercial software, or even visit with another Enrolled Agent firm.