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