We provide one stop shop financial services that take a 360 degree view of your financial situation covering tax preparation, accounting, investment planning (stocks, bonds, real estate), estate, and trust planning.
For business owners we provide a tight integration between your accounting books and records and the tax preparation for your company.
We specialize in the preparation of :
Complex individual tax returns involving:
Multi-state returns, Capital Gains, Stock trades.
Partnerships & S-Corp distributions (form K1)
Cancellation of debt income.
Depreciation of Assets, Rental Properties.
Installment Sales, Section 1031 – Like Kind Exchanges
Business tax returns
Multi member LLCs (Form 1065)
Partnerships (Form 1065), tracking inside basis and capital accounts
C Corporations (Form 1120)
S Corporations (Form 1120S), tracking basis for assets