SERVICES
Income tax
Preparation
Planning
Entity selection
Back years
S-corp/LLCs
Payroll referrals
IRS audits
Stock options
Consultation
Buying a business
Selling a business
Business plans/goals
Business finance
Retirement/pensions
Real estate
Trust management
Estates
Accounting
System set-up
Bookkeeper referrals
Financial statements
Compilations
Reviews
Projections
Benchmarking
Special reports
SPECIALIZATION
New businesses
Licenses & entity selection
Accounting system
Payroll vs 1099s
Income taxes: minimize & manage
Real estate investments
Where and how many units?
Financing & maintenance
Tax deductions, capital gains
Managing tenants
Home buyers
How to buy
Location: public vs private schools
Tax savings,interest,property taxes
Exclusion of gain up to 500K
Employees with stock options
ISO's, NQ's, & ESPP's
Managing–from grant to sales
Handling taxes–regular & alternative minimum tax
Exercise-sell strategies: aggressive, moderate, conservative