Business and Tax Consulting

Financial Reports and Loan Application Assistance

If you are seeking loans for your business, with commercial banks, SBA, equipment finance, accounts receivable financing, “asset based lenders”, etc., we can assist with the necessary financial reports and applications, as well as with making the right choice for your source of finance.

Business Start-Up Assistance

If you are starting up a new business, we can help you to decide whether you should form a C-Corp, S-Corp, LLC or LLP, and also file the necessary documents with IRS and state authorities to effect creation of a new legal entity for your business. 

Audit Assistance

In addition to preparation of tax returns for Individuals, Partnerships, Corporations, Partnerships, Estates, Non-Profits, etc., we will help you through an IRS or State Taxation Department audit or tax reassessment.  Frequently IRS will reassess prior returns that were incomplete or incorrect, and such assessments are often higher than necessary due to IRS not having all pertinent information available to them.  We will represent you with IRS or state taxation authorities, and ensure that your taxes are the minimum permitted by tax law.

Fiduciary and Estate

Special assistance is available to those with a recently deceased spouse, including final returns for the deceased as well as estate tax returns.