Tax Services

Our team includes a full time IRS “enrolled agent,” so we are able to practice before the IRS and provide the following services. Our tax services are completely independent of our bookkeeping services.

  • Personal and Business Tax filings (1040 Schedule C, 1120S)
  • Process electronic filing and amendments with IRS and States
  • Assistance with quarterly estimated tax payments and tax planning
  • Annual Personal Property Tax returns / state annual filings
  • 1099 filing service
  • Covid-19 PPP forgiveness and loan application support
  • Quarterly financial review, cash flow & advisory service
  • Fixed Asset Schedule Maintenance
  • Assistance with Back Taxes and Notices
  • Resolution of “Good Standing” issues with States