PROFESSIONAL TAX RETURN PREPARATION OF FEDERAL & STATE INCOME TAX RETURNS FOR INDIVIDUALS AND BUSINESS ENTITIES

• INDIVIDUAL TAX RETURNS        Form 1040 & 1040 NR

• CORPORATIONS                              Form 1120

• S CORPORATIONS                         Form 1120S

• PARTNERSHIPS                             Form 1065

• LIMITED LIABILITY COMPANY (LLC) 

• LIMITED LIABILITY PARTNERSHIP (LLP)

• LIMITED PARTNERSHIP (LP)

• NON PROFIT ORGANIZATION       Form 990

• PRIVATE FOUNDATIONS               Form 990-PF

• TRUST RETURNS                            Form 1041

• RETIREMENT PLANS                     From 5500

• GIFT TAX RETURN                          Form 709 & 709A

• APPLICATION FOR TAX EXEMPT STATUS  Form 1023 & 1024

• EXEMPT BUSINESS INCOME TAX RETURN   Form 990-T

TAX PLANNING & CONSULTING SERVICES

 In addition to keeping clients in compliance with Federal, State and Local income tax laws, the firm offers income tax planning and business consulting services on a year-round basis.

 I’m not a big fan of “Year-End” tax planning. Why? Business and personal changes through out the year affect your tax liability and if you wait until the year's end, it may be too late to effectively reduce your tax burden. My version of "tax planning" involves constantly reassessing your current situation to proactively evaluate and revise your tax strategies as opportunities or challenges arise.

• PRO ACTIVE INDIVIDUAL & BUSINESS INCOME TAX REDUCTION STRATEGIES DESIGNED TO MEET YOUR GOALS  

• TAX LAW RESEARCH

• e COMMERCE INCOME TAX ISSUES

• TAX ENTITY SELECTION

• BUSINESS PLAN DEVELOPMENT

• STARTING A NEW BUSINESS - EVALUATION, PLANNING & ASSISTANCE 

• MAXIMIZING THE BENEFITS OF 'VIRTUAL' AT HOME OFFICES

• HOME BASED BUSINESSES

• FAMILY BUSINESS SUCCESSION PLANNING & TAX ISSUES

• CHANGE OF OWNERSHIP ISSUES  

• PROFIT IMPROVEMENT PLANNING

• S CORPORATION CONVERSION - BUILT-IN GAINS TAX, LIFO RECAPTURE PLANNING AND TAX MINIMIZATION

• CONSULTING REGARDING THE INCOME TAX CONSEQUENCES OF TRANSACTIONS, TAX PROJECTIONS, BUY-SELL AGREEMENTS, ACQUISITIONS, MERGERS & DIVESTURES

• SECTION 1031 TAX FREE EXCHANGES

• DIVORCE TAX PLANNING & CONSULTING

• TAX AND FINANCIAL CONSIDERATIONS OF INVESTMENTS  

• MULTI-STATE INCOME TAX PLANNING

• COMPENSATION PLANNING  

• EMPLOYEE BENEFIT PLANS

• QUALIFIED RETIREMENT PLANS - PENSION & PROFIT-SHARING PLANS

• COLLEGE FINANCIAL PLANNING

INTERNAL REVENUE SERVICE (IRS) AUDIT SERVICES

• REPRESENTATION BEFORE THE IRS AND STATE TAXING AUTHORITIES

• ALL IRS CORRESPONDENCE AND INQUIRES

• IRS PROBLEMS REGARDING FEDERAL INCOME TAX RETURN, LATE RETURN, NON FILING-FAILURE TO FILE TAX RETURN, INCOME TAX UNDERPAYMENT PENALTY, SOCIAL SECURITY TAXES, FAILURE TO PAY EMPLOYEE WITHHOLDING, EMPLOYMENT TAXES, CONTRACTOR VERSES EMPLOYEE DETERMINATION, ESTIMATED TAX PAYMENTS AND INNOCENT SPOUSE RELIEF

• TAX ASSESSMENT APPEALS

• STATE COMPTROLLER CORRESPONDENCE AND INQUIRES REGARDING TEXAS FRANCHISE TAX REPORTS

2007 TAX CALENDAR DUE DATES