Services We Provide Include:
• Income Tax Returns: Planning, Preparation, & Filing (Individuals, Partnerships, Corp., Trusts, Gift & Estate Tax, Tax-Exempt Org., Payroll & Others);
Email us to receive a complimentary organizer. We also offer free estimates on all returns. All you need to do is send us a full copy of your most recently filed tax returns, along with the complimentary organizer. This offer is good for individuals, partnerships, LLCs, corporations, estates, not for profits, etc.
• Business Formation & Transactional Matters: Creation of Business Entities (i.e. LLC, Corp., Partnerships) & Other Business Agreements including Mergers & Acquisitions;
When handling transactional and other business law related matters we often find ourselves in the role of general counsel managing incorporation, organization, contract, governance and compliance concerns, while focusing on mitigating risk factors in relation to the daily operations and negotiations that you are encountering.
• Estate Planning & Probate: Wills, Trusts, Powers of Attorney, and Living Wills
To begin, a typical plan will often include Powers of Attorney for Healthcare and Property, Living Wills, HIPAA releases, and also either Wills or a Wills and a Trust (depending on your family dynamic, financial portfolio, concerns, goals, etc.).
If you are interested, please contact us and we will send you a summary email and a couple of simple forms to get you started. From there, we will set up a time to discuss options and then design a plan that works best for you.
• Audits & Appeals: Representation in Problematic Tax & Regulatory Matters.
The IRS sends Notices for many reasons; some of the most common issues result in a decrease in your refund or an increase in your balance due. These are likely due to IRS changes in: tax calculations, income, expenses, exemptions, or deductions on your returns. Often the IRS has made these adjustments without all of the available or necessary information. Additionally, when an increase in tax occurs there likely are penalties and interest that go along with it that you may not be entirely liable for.
