TAX COMPLIANCE & PLANNING
CORPORATIONS AND PARTNERSHIPS
From preparing corporations to partnerships tax returns, the firm is committed to saving its clients hundreds to thousands of dollars by offering them tax planning and tax strategies to maximize refunds or to reduce tax liabilities while encouraging reinvestment of those funds into research and development or as a hedge against new ventures and opportunities.
The current environment has increased requirement for transparency within public companies has prompted calls for more reporting and regulations for not-for-profits. Although some of the recent regulatory requirements for public companies, especially the Sarbanes-Oxley act, have not trickled down onto not-for-profit organizations, most believe that this is simply a matter of time. The firm is committed to assisting not-for-profit organizations in implementing the necessary internal control structure and in completing the necessary governmental financial compliance requirements.
INDIVIDUALS AND SOLE PROPRIETORS
From preparing individual simple tax returns to individuals with complex tax situation, the firm is committed to saving its clients hundreds to thousands of dollars by offering them tax planning and tax strategies to maximize refunds or to reduce tax liabilities. The firm participates in the IRS and the Georgia state e-file programs.
ESTATES AND TRUSTS
The firm understands that estate planning is a not a "one size fits all" proposition and must be tailored to the clients specific needs. However, estate planning techniques are cumulative, thus many tools that are appropriate for a small estate may not be appropriate for a large estate. The firm seeks to assist its clients in planning and implementing the appropriate tools to reduce and minimize the exposure to estate taxes.