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Tax Preparation
Federal Tax Returns
1040 Individual
Form 990 Tax Exempt
1120 Corporate
1120S Sub Chapter S Corporations
1065 Partnership
State and Local Tax Returns for all 50 States
Bookkeeping & Payroll
Quickbooks Maintenance & Set-up
General Ledger
Profit and Loss (P&L)
Year-End W-2 & 1099 Prep
Reconciliations
Non-Profit Set-up
Revocable Living Trusts
Wills and Healthcare Directives
Estate Planning
Domestic Asset Protection Trusts (DAPT)
Deed & Property Transfers
Charitable Remainder Trusts (CRT)
LLC and S-Corp Entity Formation
Solo 401(k) Setup
IRA/LLC Set-up (aka checkbook control IRA)
Entity Amendments
Self-Directed IRA and Roth IRA Accounts