As a full service CPA and wealth manager, I offer a wide variety of services to my clients. These services include, but are not limited to:
Year round tax planning and preparation for all entities including individuals, partnerships, corporations, trusts, estates, and not-for-profit organizations.
IRS, state, and department of labor audit representation
Prior year and amended tax return issues
Letter and notice representation
Financial statement preparation on a monthly, quarterly, or yearly basis
Sales tax compliance
Quarterly estimated tax payments
QuickBooks training
Implementation and review of proper income protection (life and disability insurance)
Establishment and rollover of retirement plans, including 401k, IRA, and self employed plans
College savings