We do compliance testing and complete annual tax returns for qualified plans (401k, profit Sharing, Defined Benefit, POP). We do this for the plans of small & medium sized companies. We also prepare new plan documents, amend current plan documents, & help withn all aspects of plan structure.

Assist in prepration of corporate tax returns.Document imaging of returns for records retention and SOX requirements

Collect & analyze financial information; goal setting; focusing on - cash flow/budget, insurance, taxes, estate planning, investments and retirement, debt consolidation; prepare/execute seminars on personal and business finance related issues; educate consumer; hiring.

Entering tax payers info into the computer

Prepare tax returns of all types including individual and corporate income tax returns. Assist clients with bookkeeping and accounting questions as needed. Tax planning.

I prepare financial statements to give to the IRS and other state taxing agencies that show the financial situation that taxpayers are in whether or not they can pay debt in full. I also prepare tax returns and correspondence to taxing agencies as necessary through out the course of a case.