Tax, valuation and consulting

Tax Services

Tax planning and return preparation for individuals, corporations, partnerships, LLCs and trusts.

What to bring

• Prior-year federal and state returns
• W-2s, 1099s and K-1s
• Mortgage interest and property tax statements
• Business income and expense records
• Estimated tax payments made
• Health insurance forms (1095)
• Charitable contribution receipts
• Brokerage and retirement account statements

Not sure what applies to you? Call and we will walk through it.

Ask about tax services

Business Valuation

Valuation reports, valuation consulting, litigation support, small business acquisition consulting, estate and gift tax and family planning issues.

Ask about business valuation

Consulting

Agreed upon research and support services to assist in specific decision making analysis and reporting.

Ask about consulting