Tax Planning & Preparation

Virtually every personal and business decision has tax consequences. Our Team of professionals can provide the timely personal service you deserve with practical, well-crafted tax solutions for you and your practice.

Our goal is to provide corporation and personal tax planning expertise to obtain maximum allowable deductions with no surprises.

  • Preparation of Form 1120/1120S
  • Fiscal Year Retention Calculation
  • Year End Tax Projection
  • Shareholder Adjusted Basis Worksheet (S-Corp)
  • Bonus Calculation
  • Tax Research
  • Preparation of Annual Tax Listing
  • Annual Review of Depreciation Schedule
  • *Other Tax Returns (Real Estate Partnerships, Family Trusts, etc.)
*BILLED SEPARATELY
  • Preparation of Form 1065
  • Partner Adjusted Basis Worksheet
  • Partner Allocations
  • Tax Research
  • Preparation of Federal and State Tax Return
  • Tax Projections to Ensure Proper Withholding and Underpayment Penalty Avoidance
  • Tax Issues Research

Carry on day-to-day activities with confidence knowing that answers to your tax questions are just a phone call away.

Let’s Talk About Your Practice

Tell us about your practice and the support you need. We’ll review your information and reach out to schedule a complimentary 30-minute consult to discuss how our team can help you.