Preparation of federal and state income tax returns for individuals, partnerships, limited liability companies, and corporations and more importantly, the proper tax planning to minimize the tax liability on any of these returns. Representation before federal and state tax auditors, if needed. Assistance with estate planning to help individuals avoid paying large amounts of unnecessary inheritance and gift taxes. Preparation of financial plans for college funding, retirement, required minimum distributions from retirement plans, etc. Monthly accounting services including data entry and summary, financial analysis, bank reconciliations, payroll and sales tax returns. Technology consulting including purchase, installation and implementation of accounting systems. Preparation of compiled, reviewed or audited financial statements on an interim and/or annual basis. Preparation of budgets and projected financial statements as part of a loan application package or as a management tool.