Tax & Consulting

Our well-trained and experienced Tax and Consulting Services team is dedicated to providing meticulous tax preparation, compliance, consultation and advice for individuals, businesses, partnerships, corporations, tax exempt organizations and trusts/estates.

Tax Services:

• Tax services for individuals, businesses & or organizations
• Payroll, sales & use tax returns
• Quarterly estimated tax computations
• Tax-exempt application filings & Form 990’s
• Employee benefit returns – Form 5500
• Tax examination assistance & representation
• Tax planning & projections
• Assistance with IRS collections & liens
• Entity selection & structure

Consulting Services:

• Financial, retirement & estate planning
• Management & operational consulting assistance
• Entity start-up, expansion & improvement
• Financial & budget projections & forecasting
• Transaction assistance & analysis
• Business valuations, mergers & acquisitions
• Buy/Sell agreement & succession planning
• Financing & banking relations assistance
• Financial performance measurement & analysis
• Accounting system setup & improvement
• Cash flow, breakeven & cost analysis

Contact: Tom Meister, Director of Tax & Consulting Services