Personal Tax Preparation
Federal and state income tax return preparation
Filing of various schedules (Schedule A, Schedule C, etc.)
Tax planning and optimization
Education Planning
529 plans
Education tax credits
Tax Consulting
Advice on tax implications of major life events (marriage, divorce, etc.)
Year-round tax consultation
Corporate Tax Services
Corporate tax return preparation
Tax credits and deductions optimization
Accounting and Bookkeeping
General ledger maintenance
Financial statement preparation
Payroll Services
Payroll processing
Payroll tax compliance
Business Advisory
Financial analysis and reporting
Strategic business planning
Audit and Assurance
Financial statement audits
Review and compilation services
Entity Formation & Structure
Assistance with choosing the right business entity (LLC, S Corp, etc.)
Formation and registration services
Financial Planning
Retirement planning
Investment advice
Estate planning
Sales Tax Compliance
Sales tax return preparation
Compliance consulting
Forensic Accounting
Fraud detection and prevention
Investigation of financial irregularities
Non-Profit Tax Services
Form 990 preparation
Compliance with tax-exempt regulations
Grant Compliance and Reporting
Assistance with grant financial reporting
Compliance with grant requirements
Non-Profit Accounting
Fund accounting
Financial statement preparation
Board Governance and Training
Assistance with governance policies
Board training on financial matters
Compliance Consulting
Ensure compliance with non-profit regulations
Assistance with maintaining tax-exempt statusKind Regards,
QUISEQUE VEL ORTOR
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