Menu of Services

 

Tax Preparation
Individual 1040
Entities – (Corporate, Estate, Trust, Partnership, LLCs)
Out-of-State Returns
Prior Year Returns
 
Tax Planning
Tax Projections
Employee Stock Options: ISO, NQ, ESPP
1031 Exchanges
Real Estate Sales and Purchases
Marriage/Divorce
Small Business Acquisitions and Dispositions
 
IRS Representation by Enrolled Agents
Appeals
Audit Representation
Lien/Levy Release
Seizure Prevention
Repayment Plans
Offers-in-Compromise
100% Penalty Cases
 
Business Bookkeeping Services
& Financial Statement Preparation
Quickbooks: Installation, Instruction and Consulting
Bookkeeping: Monthly, Quarterly, or Annual
Preparation of Apartment House Property Statement Form 571-R
Preparation of Annual Business Property Tax Statement Form 571-L
Adjustment of Journal Entries and Financial Statement Prep for Corporations, Partnerships and Sole Proprietorships
Prepayments, Monthly, Quarterly, or Annual Sales Tax Returns
   

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck