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