Services
Making Taxes less taxing since 1989
TAX PREPARATION AND PLANNING
We'll prepare your tax returns on time and correctly so you can focus on your business. We make tax season easy. We can prepare your individual and/or corporate returns, assist with general tax forms, sales tax and payroll tax. We can help you plan throughout the year to minimize your tax liability and maximize your refund. This may include coordinating strategies with financial planners and investment advisors.
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OUTSOURCED CFO
Our outsourced CFO services give you access to the knowledge and expertise of a CFO at a fraction of the cost. We can assist in merges and acquisitions, due diligence services, assist with key budgeting and forecasting decisions. We can assist in negotiating a purchase, coordinating with insurance brokers and attorneys. We also have an extensive network of capital advisors, angel investors, and lenders.
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ACCOUNTING and BOOKKEEPING
We'll keep your books in order and up to date. We can reconcile all of your financial transactions, work with you to review the financial state of your businesses and prepare documents for lenders, investors, or other 3rd parties.
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TAX RESOLUTION SERVICES
We work with you and the IRS to resolve outstanding tax liabilities. Since 1989 we have dealt with numerous cases regarding tax resolution. We are familiar with the offer in compromise (OIC) program. We have settled federal tax debts with significant savings. We can negotiate with the IRS on your behalf to forgive your penalties and fees, and structure a payment plan to help you satisfy your outstanding tax bill. Over the years we have saved thousands of dollars for our customers.
PPP LOAN FORGIVENESS
Did you receive a PPP loan? We can help you provide the correct documentation to ensure your PPP loan is forgiven. With rules and regulations constantly changing, you need someone on the front lines. We see these changes in real time and can help you navigate them for your business.
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REFERRAL NETWORK
Based on our analysis of your financial reports, we may unearth solutions that extend beyond our core competency. Over the years we have partnered with professionals in a variety of disciplines and have built a comprehensive referral network. These professionals include financial planners, investment advisors, insurance professionals, and attorneys to name a few. Ask us how we can leverage our network to assist your needs.
317 East Main St.
Suite 5 (rear of the building)
Smithtown, NY 11787
631-582-1416