Skip to main content
Skip to search
Business Services
- General business planning
- Part-time CEO
- Accounting and office procedures
- Business succession planning and strategies
- Fixed price monthly bookkeeping and tax preparation
Business Start-up
- Business plans and market analysis
- Competition profiles
- Strategic planning
- Choice of entity
- Accounting system set‐up
Tax planning and preparation
- Year-end and long-term tax planning
- Tax preparation
- Multi-state payroll advice
- Sales and use tax compliance
- Choice of entity analysis
- Retirement plans
- Employee vs. independent contractor
Estate Planning
- Avoid probate court
- Utilization of passive and capital losses before death
- Basis step-up of assets
- Minimizing gift and estate taxes
- Increase in lifetime exemptions through 2025
- Transfer of exemption to surviving spouse (portability)
Decedent’s Final 1040 and Probate Court
- Prepare final form 1040
- Prepare income tax return of probated estate
- Prepare IRS Form 56 for executor
- Post‐mortem tax planning
- Probate inventory and accounting
- Review prior tax returns and financial documents to locate assets
- Trust income tax returns
- Preparation of trust accounting
Litigation Support
- Review of accounting records and tax returns
- Expert testimony on tax and accounting issues
- Calculation of lost profits
- Preparation of court exhibits
