ACOUNTING SERVICES WE CAN PROVIDE INCLUDE:

Income Tax

  • Corporate, Partnership, Trust and Individual Tax Planning    and Return Preparation
  • Estate Planning / Return Preparation
  • Representation Before the IRS and State and Local    Governments
  • Family Tax Planning / Shifting
  • Assistance with IRS Offers-In-Compromise
  • Roth IRA Accounts
  • Tax Projections
  • Education Tax Planning through Code Section 529    Educational Savings Accounts
  • Personal Financial Planning
  • Marital – Divorce Tax Advice
  • Tax-Exempt Investments
  • Tax Consequences of Life Insurance
  • Tax Advantaged Retirement Plans, Sec. 125 and 401(K) Plans
  • Review of Tax Implications of Business Mergers, Acquisitions and Liquidations
  • Analysis of Tax-Advantaged Investments
  • Tax Examinations, Rulings, and Appeals

Accounting and Auditing

  • Audit of your Company’s Financial Statements
  • Compilation or Review of Financial Statements
  • Preparation and Analysis of Financial Statements
  • Accounting and Bookkeeping Services – Monthly,    Quarterly, Yearly
  • Fulfillment of Compliance Requirements
  • Evaluation of Internal Controls and Information Systems
  • Forensic Accounting / Fraud Auditing
  • Sarbanes-Oxley Review for compliance

Business Valuation

  • Buying or selling businesses
  • Estate tax returns
  • Family Planning
  • Insurance purposes
  • Personal financial planning

1455 Research Boulevard,   Suite 510,   Rockville, MD  20850   PHONE:  301-762-7755   FAX:  301-762-4688