Compliance (CPA-speak for Filing Tax Returns)
It sounds so easy – just drop the numbers into the return and let the computer do the thinking. A skilled preparer looks over the books carefully before churning out a return, recognizing pitfalls and avoiding them before getting a nastygram from the IRS.
Family Services
End-of-life and estate planning is about much more than taxes.
It’s mainly asking the right questions, and listening carefully to the answers. A one-size-fits-all website document may not match your circumstances or meet your goals.
More Than a Solo Practitioner
Paul practices as a solo practitioner, but has a network of professionals and near-professionals to consult with and refer to.
IRS Problems?
Tax-speak can be a foreign language. A clear explanation of IRS and state tax correspondence can help determine the best response.
Transaction Planning
Partnership, S-Corporation, C-Corporation – Which do you need? Saying “Just form an LLC” doesn’t help – an LLC can be taxed four different ways. The real question is: What are you trying to do? If you are already in business how do you best use the entity you already have? Are you leaving money on the table for the tax collector?