We provide comprehensive tax preparation

We provide full services for individuals, businesses, trusts, partnerships, fiduciaries, exempt organizations, and estates. We can prepare taxes for any state in the union, and can help you get caught up on back taxes for past years. As an Enrolled Agent, Michael can represent you in Examination with the Internal Revenue Service regardless of who prepared the original return. Assisting with Offers in Compromise and the collection process are also services we offer.

To be or not to be, an LLC

We can help you set up your business to best serve your needs from a profitability and tax perspective. As a small business ourselves, we are well experienced in all aspects of running and managing a business and can advise you on the best ways to structure your current situation or that new venture you have been mulling over for 5 years. We also provide payroll services for small companies, including paychecks, federal and state tax payment and reporting, 1099 notifications to subcontractors and, of course, income tax preparation.

How do we make money?

We want our clients to feel complete confidence that the advice they receive from us is solely in their best interest. All of our services are fee only – tax preparation is charged by the nature of the return and the forms needed for completion. Representation, planning and consulting are charged on an hourly basis. We do not sell anything other than our services and ourselves. We have opinions and we are not reluctant to share them!

What we are not

We are not attorneys, sales people, money managers, or bookkeepers. We do have a great network of people who do these things quite well and we would be happy to refer you to them for their expertise.

No, we don’t get any kickback from them, just the knowledge that you are going to get the right kind of help. Check our Resources page.