Nonprofit organizations
We can help you set up and maintain your non-profit organization’s tax-exempt status by handling all IRS reporting for you.
We help you…
- Analyze and select the type of entity
- Prepare your initial start-up documentation including legal entity formation, Tax ID number, and payroll set up
- Prepare and file annual 990 tax forms
- Liquidate the entity upon closing
Trust & estate
Estate planning on your own can be complicated and costly. And the list is endless…state taxes, bureaucracy, probate courts, unfair appraisals, health-care concerns, eligibility of heirs, life insurance, IRAs, and so on.
We help you…
- Evaluate the types of trusts
- Deal with estate taxes and estate planning
- Prepare, organize, and review your estate planning documents including wills and trusts
- Decrease the problems and expenses associated with probate
- Lessen taxes at time of death
- Arrange for the management of your estate in the event you are incapacitated
- Draft a plan for conserving and effectively managing your estate after death
- Transfer the assets of your estate to heirs the way you want
- Amend plans as needed
Tax problem resolution
If you are having problems with the IRS or any state taxing authority, we are here you help you resolve your issues and put an end to the stress and anxiety.
We can help with…
- Payment arrangements such as Installment agreements
- Offers in compromise
- Tax resolution hearings
- Filing prior-year returns
- Amending, as needed, tax returns
- Dealing with garnishments, levies, and liens