Our Tax Services
Federal State & Local Taxes
We help determine all your tax obligations in the states you conduct business and reside, as well as tax preparation & return
Develop tailored strategies to optimize federal, state, and local tax benefits, helping you minimize tax burden and protect your assets.
Ensure compliance to federal state/local tax laws and regulations, be reactive to federal state/local letters or audits when they occur.
Our Service Including:
Federal, state income tax
Self-employment tax, employment taxes, unemployment taxes
Employers withholding, and payroll taxes
Sale and use taxes
Multi-state taxes
Franchise taxes
Property taxes
capital gains taxes
Tax credits and incentives
Accurately estimating and paying quarterly taxes
Business professional occupational license or business license
Nexus or physical presence
County taxes
Excise taxes
Employer health care mandate
Other taxes and fees
Estate & Trust Tax
If you have a spouse or children or own a business, estate and trust tax preparation and planning are an important part of managing your financial future, and ensure financial security for your loved ones. Here’s what we can assist….
Help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.
Work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets your needs
Stay current on tax law changes that affect estate and tax trust preparation.
Our Service Including:
Allocating assets to spouses, children, trusts, and charities
Reviewing your estate plan and trust tax situation to ensure financial goals are met
Gift tax returns and strategies
Business succession planning
Trust administration
Trust income tax returns
Estate tax returns
Tax Advisory
We help analyze the impact of gifting, owning, growing, structuring, buying or selling assets, stocks, or business, or the effect of various transactions on your tax situation. Offer the best advices, and effective planning that help you minimize tax, and acheive your business and financial goals:
Tax efficient entity structuring and restructuring
Retirement planning for business owner and their employees
Business valuations, mergers & acquisitions consulting
Purchase and Sale of Rental Properties
Employee benefits planning
International tax planning
R&D credits and incentives
Cost Segregation Studies & Depreciation Strategies
E&P stock basis, stock option tax planning, transaction costs analysis
Consultation on complex tax matters
Tax projecting & analysis
Medical care tax planning
Business start-up consulting
Employee retention credit (ERC)
COVID-19 government credit
And more
We provides you with a clear overview of progress and next steps, ensuring their plan stay on target. And help you act quickly when new tax laws go into effect and before existing laws expire.
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Our Services
Tax Planning & Preparation - IRS & State Issues - Tax Resolution
Accounting - Bookkeeping - Payroll
CFO Services - Assurance
Other Tax Services