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Tax Planning & Preparation

Preparation of the following types of tax returns:

Gift Tax
Sales tax

Year-round tax planning, including the monitoring of tax law changes,  and individualized recommendations and estimated tax calculations.

Representation before the IRS

Financial Statements

Preparation of compiled financial statements for small businesses and nonprofit organizations.

Guidance through the use of financial statement analysis for business management.

Trust Administration & Estate Planning

Preparation of trust accountings for beneficiaries or probate court

Consultation with clients to determine estate taxability and strategies to reduce tax, including analysis of net worth, family gifting, trusts and retirement planning.

Business Planning

Assistance in selecting the proper organization structure

Family business succession planning

To schedule an appointment, call us at 805/957-4890.