Personal and Business Tax Services
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Tax Compliance & Return Preparation
At the heart of our practice is tax return preparation. Our tax clients range from individuals with the most basic returns to complicated estates, trusts, partnerships and corporations.
We utilize state of the art tax return preparation software that ensures that the returns are produced accurately and completely.
* Our commitments to our tax clients are as follows:
* Ensure that all returns are filed on a timely basis with extensions filed where necessary
* Verify that returns are accurate and include all necessary forms
* Review all relevant deductions and elections to appropriately minimize tax liability or maximize refund -
Tax Planning
Regardless of an individual's degree of tax complexity, proper planning is always important. We offer a variety of tax planning services such as the following:
* Recommending elections and alternative solutions to minimize tax liability
* Projections of current and future tax liabilities
* Estate and retirement tax consequences
* Consultation on tax treatment of major transactions -
IRS Represenatation
The firm is considered an industry leader in representing our clients in matters regarding the IRS. Any dealings with the IRS require the appropriate level of experience and knowledge. An individual taxpayer should never attempt to represent themselves in IRS matters. Wayne Parsons, CPA, is a specialist in dealing with the IRS and oversees all such client engagements.
Our services here generally include items such as the following:
* Field and Office Audit Preparation
* Protest Preparation
* Tax Court Petitions
* Collection Representation
* IRS Notice Response Preparation
Visit our other service pages!
Personal and Business Tax Services
Tax Compliance & Return Preparation, Tax Planning, IRS Representation
Accounting Services
Monthly Financial Statement Compilation, Financial Statement Attestation Engagements, Annual Return Preparation
Financial Planning Services
Retirement & Estate Planning, Insurance Planning, Business Succession Planning
Consulting Services
Special Accounting Services, Business Valuation & Acquisition Services, Sales Tax / Property Tax Returns & Representation
