TAX SERVICES

TAX PLANNING

• Proactively analyze and collaborate with all of your advisors to plan for tax consequences on all financial transactions
• Find ways to help reduce your tax bill – above and beyond tax compliance & tax return preparation
• Prepare tax projections & estimated tax payments
• Tax planning consultations
• Business Succession Planning

BUSINESS TAX PREPARATION

• Prepare federal, state and local tax returns
• Prepare payroll tax returns
• Sales Tax Preparation

OTHER TAX SERVICES

• Prepare gift and trust returns
• Audit representation

ACCOUNTING SERVICES

CONSULTING

• Business entity selection and entity set-up
• Business acquisition and succession planning
• Financing assistance (document preparation & bank negotiation)

FINANCIAL REPORTING

• Financial statement preparation and analysis
• Implement, monitor and upgrade your accounting system

BOOKEEPING

• Bill Paying
• Payroll processing and compliance services as ongoing maintenance
• Offer integrated HR services
• Prepare and file Form 941, NYS-4S, MTA-305, 940
• Prepare and file Form 1099-MISC

Business Strategic Planning & Management Services

• Entity Structure Formation
• Tax Planning (including Retirement Planning Strategies & Investment Management)
• Accounting Services (Compliance, Payroll and HR Services)
• Succession Planning
• Asset Management