Everything you could ever need…

Planning

• Quarterly “Tax Pulse”
• Changes to tax withholding
• Estimated tax payments
• Reserve set aside for taxes
• Projections for special events (mergers and acquisitions, liquidations, etc.)
• Consulting services

Tax Returns (including multi-state)

• Individual
• Partnership (LLC)
• S Corporations
• Corporations
• Employee benefit plans
• Fiduciary
• Gift
• Estate
• Payroll
• Sales and use

Year-End Planning

• Corporate and shareholder tax impact
• Transaction tax analysis (mergers and acquisitions, liquidations, etc.)
• Projections

Employee Benefit Plans

• Design and implementation
• Research and analysis
• Audited financial statements

Estate and Gift Planning

• Strategy development