Accounting Services
♦ Monthly Bookkeeping ♦ Payroll Processing ♦ Federal Payroll Tax Report Preparation (Forms 941 & 940) ♦ Federal Payroll Year-end Tax Form Preparation (W-2, 1099, etc.) ♦ Financial Statement Preparation ♦ Compilation ♦ Accounting Software Setup
Estate Planning
♦ Estate Tax Minimization Strategies ♦ Estate Planning Trusts ♦ Family Limited Partnerships ♦ Family Trusts ♦ Annual & Lifetime Gifting ♦ Charitable Trusts/Foundations ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦
Business Advisory Services
Entity Selection Planning Financial Statement Analysis Budgeting & Forecasting Analysis Business Plan Analysis Business Valuation Consulting Buying/Selling a Business Consulting Mergers & Acquisitions Planning Succession Planning Compensation Planning Financing Evaluation
Tax Services
♦ Income, Gift & Estate Tax Planning & Research ♦ Federal Income Tax Preparation (individuals, corporations, partnerships/LLCs, trusts) ♦ Federal Gift & Estate Tax Preparation ♦ Employee Benefit Plan Annual Federal Return (Form 5500) ♦ Non-profit Organization Annual Federal Return (Form 990) ♦ State Income Tax Preparation (individuals and businesses) ♦ State Payroll, Sales & Property Tax Report Preparation ♦ Representation before the IRS and State Tax Authorities
Specialized Industries Health Care Industry
♦ Medicare Cost Report Preparation ♦ Texas PHC & CBA Cost Report Preparation ♦ Interim Cost Data Analysis ♦ Medicare & Medicaid Reimbursement Consultation ♦ Audit Representation before Medicare & Medicaid Authorities
Personal Financial Planning
♦ Asset Protection Planning ♦ Retirement Planning ♦ Insurance Evaluation ♦ Life Insurance Strategies ♦ Real Estate Investment/Tax Strategies
Real Estate Industry
♦ Net Operating Income Analysis ♦ Cost Segregation Analysis ♦ Real Estate Financing Evaluation