- Individual Form 1040
- Partnership Form 1065
- S-Corporation form 1120S
- State Returns
- Extensions
- Quarterly Estimates
- Misc. Specialty Forms
- Tax Planning & Consulting
- Accounting Software Training
- Chart of Accounts Set-up
- Trial Balance Review
- Account Reconciliation Issues
- Payroll Advising & referrals
- Year-end Adjustments
- General Consulting
- Tax Depreciation
- Book Depreciation
- Amortization Schedules
- Capitalizing vs. Expensing
- Capital Gain/Loss Calculations
- 1031 Exchanges
- Repair Regulations
- Personal Property Schedule
- Budgeting
- Debt Payoff
- Retirement
- Education
- Homeownership
- Gifting & Wealth Transfers
- Referrals to professionals specialized in estates, trusts, wills, and financial asset management.
