• Tax return preparation: 1065, 1120, 1120S
  • Sole Proprietorships: 1040 SCH-C
  • Assistance with determining the tax effects of buy-sell agreements
  • Advice regarding choice of business form
  • Consultation on the tax effects of business succession planning
  • Tax return preparation
  • Gifting strategies
  • Assistance with qualified and non-qualified retirement plans
  • Evaluation of tax impact of investments
  • Planning for changes in income tax laws
  • Tax projections and estimated tax payments
  • Wealth creation and building
  • Retirement planning
  • Asset tracking and reporting
  • Strategies to help reduce assessments