Not-for-profit Organizations
Planning to obtain a tax-exempt status from the IRS? Has the IRS revoked the tax-exempt status of your organization?
Resolution of IRS and State Tax Issues
Are you under audit by the IRS? Have you been slapped with hefty tax penalties? Is your refund being withheld? Is the IRS planning to garnish your wages or your bank account?
Tax Services
Individuals
Tax rules change every year and buying an off-the-shelf tax software may not necessarily minimize your tax liability. There could be deductions and credits you might be missing out on by not consulting with a tax professional. In addition, given all the complexities in federal and state income tax laws, your tax return may not necessarily be as simple as you think.
Our dedicated professionals will prepare and walk you through your tax returns. Our goal is to give you peace of mind by being confident that our team is here ALL YEAR ROUND to answer your questions or help you resolve tax problems. Tax preparation need not be a worrisome experience!
Plus, on top of preparing and filing your tax returns, we give you tax minimization strategies based on your specific situation. This will help you make sure you have more dollars going into your pocket for your personal needs and goals.
Businesses
For business owners and entrepreneurs, executive time is a valuable and scarce commodity. By engaging us to help you with your tax needs, you can spend your time on growing, ensuring long term survival and increasing the value of your business.
The myriad of tax rules and regulations requires the assistance of professionals to make sure that tax issues and problems do not get in the way of achieving the strategic goals you have set for your business. By minimizing your tax liabilities, you have more dollars to either reinvest in the business or to pay yourself.
Whether your business is already matured and established or is in its growth stage, we are here to help you comply and navigate the complexities of tax rules and regulations.
Not-for-profit Organizations
Many small and mid-size not-for-profit organizations devote most, if not all, of their time trying to raise funds or doing charitable activities. Our firm can help you focus on your core activities by handling your tax requirements such as the preparation and filing of annual form 990s with the IRS.
We can also help in applying for a tax-exempt status for your organization or to “restore” your organization’s tax-exempt status if it has been revoked by the IRS.
Tax Planning
Thinking about quitting your job to start your own business or to become an independent contractor? Planning to buy a house? Thinking of retiring in the next few years? Planning to work overseas? Wondering whether it is wise to use retirement money to pay for your house or to make home improvements? These and many other similar questions are examples of situations that require careful tax planning. Most people think of the tax impact of their decision after the fact, usually when they prepare their tax returns (at that point, it is too late to do anything). More often than not, they are totally unprepared and/or surprised about the tax impact of their decision. Careful tax planning can help you evaluate whether it’s the right decision, prepare for the tax consequence of your decision and possibly minimize the resulting tax liability. Give us a call to schedule a consultation.
Resolution of IRS and State Tax Issues
Are you under audit by the IRS? Have you been hit with hefty tax penalties? Is your refund being withheld? Is the IRS planning to garnish your wages or your bank account? Whether the tax return in question was prepared by another accountant or by us, we are here to work with you to resolve your problem and develop a realistic game plan. We take pride in walking the extra mile to help our clients deal with their tax problems.