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Preparation of Tax Returns

We will prepare your tax return as if it were our own return. We will guide you through a full range of tax planning and preparation decisions. Our experience can assist you in many areas including the following.

Optimizing opportunities in the tax laws to reduce your tax liability:

  • Home office deductions

  • Business auto expenses

  • Retirement plan contributions including SEP, 401k, and IRAs.

  • Optimal depreciation and expensing methods for business assets.

  • Foreign tax credits and exclusions

  • Tax credits, such as first-time homebuyer’s credit, energy credits, and child credits

  • Health Savings Accounts

  • Charitable contributions

Tax planning and reporting of real estate transactions:

  • 1031 exchanges and reverse exchanges

  • Installment sales

  • Purchase and sale of rental property

  • Short sales, involuntary conversions, and foreclosures.

  • Refinance proceeds tracking for the allowable mortgage deduction

  • Application of excess mortgage interest rules

Multi-state returns:

  • Determining nexus

  • Other state tax credits

  • Property basis differences

  • Residency determination

IRS Representation 

Professional representation can be vital in dealing with federal and state tax agencies. We can assist when needed. 

  • Respond to IRS and State tax notices

  • Assist with abating penalties and assessments

  • Installment Agreements and Offers in Compromise

  • Representation during an audit

Tax Projections

Be proactive and take control of your tax situation. Plan ahead, rather than just hoping for a good outcome. We can help you with the following.

  • Better match your revenue and expenses

  • Timing of major sales and purchases

  • Retirement plan decisions

Debt and Refinance Consulting

We can help you in sorting out the different options available for debt management.

  • New financing

  • Refinancing

  • Help establish a relationship with the bank

  • Negotiate down the card balance

Retirement Plan Consulting

We can help you understand the various retirement plan alternatives and help you in your decision-making process.

  • Communicate effect of plan contributions

  • Maximize the contribution amount that is most favorable for you

  • Discuss plan combinations and catch-up provisions

Litigation Support and Forensic Accounting

We provide litigation support and forensic accounting services that can be employed in a wide range of situations including the following:

  • Commercial litigation

  • Financial investigations

  • Business valuations

  • Business and marital dissolutions

  • Bankruptcies

  • Fraud and theft investigation

Preparation of tax returns
IRS Representation
Tax Projections
Debt and refinance
Retirement Plan
Litigatin Support
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