Scope of Services

Individual Tax Planning & Preparation

Advising clientele prior to the end of the year to take actions that reduce tax liabilities. Preparation of the client’s tax return to maintain compliance with the IRS and tax law.

_________________________________________________________________________________________________________

Small Business Tax Planning & Preparation

Advising clientele prior to the end of the year to take actions that reduce tax liabilities. Preparation of the client’s tax return to maintain compliance with the IRS and tax law.

_________________________________________________________________________________________________________

Not-for-profit Organization Tax Return Preparation

Preparing not-for-profit organization’s tax returns in compliance with the IRS and tax law.