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Tax Services and Small Business Consulting.
Services to individuals and families include:
- Year-round tax planning
- Preparation of state and federal tax returns
- Electronic filing and follow-up of tax returns
- Assistance with past years’ tax issues and problems
- Help with personal financial organization, such as consolidating retirement
accounts
- Review of fees and account structures
- Credit analysis and counseling
For small and emerging businesses, we offer
- Accounting system set-up
- Start-up advising (eg. business organization)
- Business plans and financial projections
- Business valuations
- Payroll and bookkeeping
- Help with setting up retirement (benefit) plans
Do you need a CPA (Certified Public Accountant)?
Neither the IRS nor the states require paid tax preparers to be CPAs. Unless an
individual's situation is highly complex, it is not necessary to engage a CPA to
prepare the annual tax return.
The official CPA designation reflects that the accountant was able to pass
standardized testing.
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