Individual Services

While a computer software program may help find deductions, there’s no substitute for the quality of service and advice you’ll receive from an experienced tax professional.

Services Provided:

Tax Returns:

  • Preparation of federal, state, and local tax returns including secure e-filing and direct deposit of refund
  • Preparation of quarterly estimated payment vouchers for those returns that need them
  • Resolution of any federal, state, and local notices for current and prior years

Tax Projections:

  • Provide tax planning and projections for future years based on changes in tax circumstances

Inheritance Tax Services:

  • Prepare Inheritance tax returns and assist the Executor/Executrix with any Administrative Matters

IRS Audit Services:

  • Assist any client that is currently being audited by the IRS, ranging from communication with the Service, in office meetings to conduct the audit, and any other negotiation that is deemed necessary
“Death, taxes and childbirth! There’s never any convenient time for any of them.”
― Margaret Mitchell, Gone with the Wind

Business Services

Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.

Services Provided:

Corporate Income Tax Returns:

  • Preparation of any type of Business return(C Corporation, S Corporation, Partnership, Joint Venture, Schedule C/Sole Proprietorship/LLC)
  • Bookkeeping/Accounting and Preparation of financial statements for Financial Institutions and Management’s needs

Audits/Reviews/Compilations:

  • Performance of Audit, Review, and Compilation Services for any type of Business Clients(Annual, Monthly, or Quarterly)

Payroll Taxes:

  • All payroll services needed by our clients are provided by Five Star Payroll Services, LLC. We have a fluid working relationship with this business and can cross-refer for any services needed.

Sales Tax:

  • Our firm can set up, maintain, and file all necessary sales tax returns, on a monthly, quarterly, or semi-annual basis

Other Tax Services:

  • Assistance with federal, state, or local tax issues/notices that will develop
  • Quickbooks training, setup, and installation can be provided for an hourly charge through Five Star Payroll Services, LLC