Tax Compliance

No matter how basic or complex a tax situation is our clients can be sure that we will coordinate their comprehensive tax and financial planning with their annual filing and compliance requirements.
  • Preparation of all federal and state related income tax forms
  • Representation and assistance with IRS or state examinations and notices
  • Retention requirements
  • Multi-state reporting
  • Rental properties
  • Like-kind exchanges
  • Depreciation reporting
  • Self-employed individuals
  • Tax credits
  • Sales and use tax
  • Estimated tax payments
  • Stock transactions and stock options