• Sole Proprietor, LLC, Partnership, S-Corporation, C-Corporation, and Non-Profit income tax return preparation
• Includes federal forms 1065, 1120S, 1120, 990, 990-EZ, Schedule C, state, multiple state, and all related supplemental forms
• IRS and state audit representation and issue resolution
• Tax planning, advice, and strategies
• Tax filing extensions
  

• Complete monthly, quarterly, and annual bookkeeping data entry with financial reporting to client/management including Profit & Loss, Balance Sheet, and other supplemental statements
• Quickbooks desktop and Quickbooks online setup and support
• Quickbooks training for clients preferring to manage their accounting internally
  

• Custom retirement plan design and analysis, including owner-only and employee group plans
• Plan types include SIMPLE IRA, SEP IRA, and Single 401(k) plans
• Ongoing administration and guidance

*Offered through Lincoln Investment

• General guidance with respect to areas of practice, including tax, accounting, general business advice, and more
• Business startup assistance, including guidance in determining which business structure is most suitable, tax considerations, accounting system design
• Business succession/transition assistance, including plan design
• Coordination of advice with your attorney and other advisors