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Tax Services

Edward F. Bates
CPA | Tax

Rebecca Schreyer
CPA | Tax & Business Valuation

Sandy Banks
CPA | Tax

David B. DeMille
CPA | Tax

Tax Services

We prepare complex consolidated and multi-state business tax returns, returns for emerging businesses and their owners, returns for investors and executives. We provide more than just tax return preparation. We provide tax advice for complex business transactions including acquisition transactions, sales transactions and new business investment planning.

We can assist you in choosing the right type of business organizations, fringe benefit planning, retirement planning, estate and gift planning. We prepare non-profit tax returns, provide advice on charitable organizations and both charitable and non-charitable trusts.

We keep up to date on changing tax laws and watch for tax saving opportunities for you and your business. We have expertise in a wide range of tax planning issues.

Here is a sample of the tax services we provide:

•   Limited Liability Company

•   Limited Partnership

•   "S" Coporation

•   Corporation

•   Retirement Plan

•   Individual Return

•   All State Resident Return

•   All State Non-Resident Returns

•   Multi State Returns

•   Multi State Reporting

•   Estate Returns

•   Trusts

•   Exempt Organizations

•   Payroll Tax Forms

•   Sales & Use Tax