Accounting and Taxation

Accounting and Payroll Services

• Bookkeeping/Write-Up
• Financial Statement Compilation
• Accounting and Payroll System Set-Up and Updates
• Cash Flow and Budgeting Analysis
• Payroll Administration
• Business Tax Compliance (payroll, sales, etc)
• Business Consulting

 Taxation

• Individual Federal and State
• Partnerships
• S-Corporations and C-Corporations
• Limited Liability Partnerships (LLP)
• Limited Liability Companies (LLC)
• Trust and Estates
• IRS Representation

Consulting Services

• Estate, Trust and Gift Planning
• Financial Planning and Retirement*
• Individual Tax Planning
• New Business and Tax Planning
• Tax Reduction Strategies
• Buying and Selling a Business 

*Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠