Tax Services

       Tax Preparation – Individuals, Corporations, Partnerships, LLCs, Trusts & Estates.

       Tax Planning – In both of the scenarios below tax planning provides the opportunity to make changes and improve the tax situations and allow budgeting for April 15^th.
It’s always better to be Proactive versus Reactive.

-     Situational Tax Planning – This is tax planning around a specific transaction.  Examples include sale of investment property or a work severance package.

-     Year-End Tax Planning – This is tax planning for self-employed or high net worth individuals that have more control over their income.

         Payroll Tax Returns – Preparation of quarterly payroll tax returns including submission of payments thru government websites.

         Sales Tax Returns – Preparation of monthly/quarterly sales tax returns including submission of payments thru government websites.

         Notice Resolution – Tax Agency notice resolution.

Accounting & Bookkeeping Services

         Accounting/Bookkeeping Services – Marc recommends QuickBooks software and has been trained using various other accounting software.  Marc also has a bookkeeper on staff.

-     Marc works with client bookkeepers to review work on a monthly, quarterly or on an as needed basis.

-     Marc also has a bookkeeper on staff that does data entry of client’s accounting data on monthly, quarterly or on an as needed basis.

-     Marc also provides real time bookkeeper service.  This is where the bookkeeper writes the client's checks and maintains the client's checkbook.

Consulting Services

         Business Consulting

-     Entity Decisions – What type of entity best benefits this business?

-     Succession Planning.

-     Retirement Decisions – What retirement account meets the client needs?

-     Review and Analysis of Financial Statements.

-     Assistance in Obtaining and Review Financing Situations.