Tax & Accounting- Individuals

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Tax Preparation

  • Federal individual returns
  • Estate Returns
  • Trust returns
  • IRS mediation
  • State tax returns
  • Authorized IRS e-file Provider

Accounting Services

  • Bookkeeping
  • Payroll reporting
  • Recordkeeping

Tax Planning

  • Tax forecasting
  • Liability reduction strategies
  • Transaction advice
  • Employer stock option planning
  • Income and expense management
  • Financial advisor coordination