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


Other Services