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
- Schedule C
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
Fiduciary Taxes
- Trust (Form 1041)
- Estate filing (Form 706)
- Gift tax & Inter generational gift tax (From 709)