Areas of Practice

Tax planning & preparation

Individuals
S Corporations, C Corporations
Partnerships
Professional Corporations
Limited Liability Companies, DBAs/FBNs
Real estate investments including LPs and LLCs
International Tax
Nonprofit and Exempt Organizations
Sales Tax

business formation

Entity Selection/Tax Planning
Bylaws, Operating and Partnership Agreements
Organizational Meeting Minutes
Stock Offerings
Executive Compensation Employee Benefits
Business Asset Buy Sell Agreements
Promissory Notes
Vehicle Policies
Corporate Headquarters Lease Agreements
Retirement plan selection

irs audit representation

Correspondence Audits
Office Audits
Field Audits
Information Document Requests
Assistance with Substantiation
Controlling Authority per Revenue Laws
Audit Reconsiderations
Appeals with Office of Appeals

bookkeeping service

Preparation of financial statements per GAAP
Monthly profit and loss statement
Monthly balance sheet
Annual financial statements for tax prep
Prep of adjusted trial balance with adjusting entries
Part time CFO
QuickBooks training

compliance/consulting Services

Shareholder/Director Meeting Minutes for
Annual and Special Meetings
Tax Free Contributions
Distribution of Cash or Property
Redemptions
Liquidations
Capital account/outside basis analysis in partners interest in partnership
Basis analysis in shareholders shares in S corp
Year End Planning

Tax court litigation

Petition the US Tax Court
Pretrial Memoranda
Answer, Reply
Settlement Conferences
Discovery/Branerton
Stipulations
Setting Case for Trial
Try Case Through Decision
Post Trial Brief

payroll service

Issue paychecks
Tax withholdings and deposits
Quarterly payroll tax returns
Annual unemployment tax returns
Annual W-2 W-3 package
Deductions/contributions for
Medical, dental, vision, retirement plans

tax resolution

Investigations
Prepare and File Back Tax Returns
Wage Garnishments
Bank Levies
Property Liens
Collection Due Process Hearings
Penalty Abatements
Installment Agreements
Offer In Compromise
Tax and Bankruptcy

estate planning & trusts

Tax Prep for Trusts, Estates, Gifts, GST
Trust Formation
Revocable Living Trusts
Trust Agreement
Declaration of Trust
Certification of Trust
Assignment of Personal Property
Last Will and Testament
Durable Powers of Attorney
Advance Health Care Directive
Final Disposition Authorization and Instructions
Trust Amendments, Trust Restatements
Trust Funding
Trust Administration
Probate

“Anyone may arrange her affairs so that her taxes shall be as low as possible; she is not bound to choose that pattern which best pays the treasury. There is nothing sinister in so arranging affairs to keep taxes as low as possible. Nobody owes any public duty to pay more than the law demands. ”

— Justice Learned Hand