Estate Support Services
Estates can create unfamiliar tax responsibilities for executors, beneficiaries, and family members. We provide tax preparation and guidance for simple estates, including fiduciary tax reporting and taxation associated with income and beneficiary distributions.
When appropriate, we can also work with attorneys, financial advisors, and other professionals involved in the administration of an estate.
Tax Services
Tax matters can become complicated, particularly when they involve a business, an estate, multiple sources of income, or an unresolved issue with the IRS. We provide tax services for individuals, businesses, and estates, with an emphasis on accuracy, careful analysis, and practical guidance.
Our goal is not simply to prepare an accurate return, but to help you understand your tax position and identify opportunities or potential issues that should be considered throughout the year.
Business Services
We provide business owners with tax preparation, compliance, and planning services. We work with S corporations, partnerships, and Limited Liability Companies (LLCs), including single-member and multi-member companies.
Our experience spans businesses and organizations in a variety of industries, including:
- Health care
- Cemetery and funeral homes
- Real estate
- Personal care services
- Defense and government contracting
- Manufacturing
Tax planning can help business owners understand the implications of major purchases, changes in income, business transactions, and other financial decisions before tax filing season arrives.
Tax Notices & Debt Support Services
If you have received an IRS notice, owe back taxes, have unfiled returns, or are facing another tax problem, professional representation can help you understand your options and determine how to proceed.
CPAs can represent clients before the IRS and assist with matters such as delinquent tax returns, payment arrangements, Offers in Compromise, liens, levies, appeals, and other federal, state, or local tax issues.
New Business Formation, Advisory Services & Internal Controls
Starting a business involves important decisions about business structure, taxation, accounting, and financial procedures. We help new business owners establish a sound financial foundation and understand the tax and accounting implications of the choices they make.
Strong internal controls help businesses safeguard assets, maintain reliable financial information, reduce errors, and identify potential problems.
We can evaluate existing financial processes, identify weaknesses, and recommend practical improvements. This can be particularly valuable for growing businesses whose accounting procedures and controls have not kept pace with their growth.
Forensic Accounting
Forensic accounting goes beyond traditional tax preparation to examine financial records, transactions, and accounting activity when questions or discrepancies arise.
Our forensic accounting services may include financial record analysis, investigation of discrepancies or irregularities, transaction tracing, and documentation of financial findings.
How Can We Help?
Whether you need assistance with a tax return, a complicated tax matter, an IRS problem, or the financial practices within your business, we can help you navigate the process smoothly.
Contact Laurie to discuss your tax, accounting, or business advisory needs.