INCOME TAX PLANNING, COMPLIANCE, AND CONSULTING

We prepare federal and state individual and business income tax returns, including the preparation of extensions, as needed. We work proactively to plan your income tax projections and estimated payments so that you are always minimizing the amount of taxes paid at any particular point in the year, including the minimization of the alternative minimum tax and incentive stock option planning.

We review your cash inflows and outflows to ensure all taxable income and tax deductible expenses are being accounted for. We coordinate your information needed for tax filings and facilitate your tax payments.

Upon commencing our engagement, we review your prior year federal and state individual and business income tax returns and file any amendments that might be needed. We assist with federal or state tax audits relating to years we are responsible for or years prior to our involvement in servicing your account.

We work with you to maintain an electronic calendar that summarizes your day count by state. We also maintain and store any necessary documentation to support the dates noted in your calendar.