Business Tax & Advisory Services
Our firm focus is serving the needs of established small businesses - S Corporations, LLC's and Partnerships.
Candid and practical business and tax advice is perhaps the most valuable commodity we have to offer.
Many of our clients utilize Quicken® or QuickBooks® as their accounting information system. Our staff is very knowledgeable on these and other accounting applications, and we can either serve your business on-site, or off-site via the internet.
In addition, we offer business advisory services which include business planning, management/ownership succession planning, merger & acquisition counseling, and tax projections. These valuable tools are essential to the small business owner in navigating the complexities of commerce in today's world.
Estate & Trust Services
Our firm has long concentrated on the practice of estate and trust tax planning, compliance and administration. Whether you are small business owner, professional, career employee, personal representative, executor, attorney or guardian; or whether you have had a loved one pass away, our estate and trust skill set will be invaluable to you.
For over 30 years, our staff has served hundreds of clients in this area of practice. Mr. Legg has extensive experience in preparing probate accountings for estates and trusts, as well as in the preparation of their annual U.S. and state income tax return, Form 1041. We can prepare, or assist your attorney in the preparation of necessary tax filings.
If you are a probate attorney and don't want the hassle and liability of income, gift or estate tax issues, we would be happy to serve you and your clients in this capacity. We will work closely with you, your staff and, if you prefer, directly with your client, so that you can focus on legal matters while maximizing your profit on your services.
Individual Income Tax Services
Our firm’s culture was created by the desire to serve individuals first. This is because we believe that taxes are ultimately paid by people, not companies. In the net, the small business owner pays the tax.
As part of our individual tax services, we will plan for and prepare your annual U.S. Individual Income Tax Return, as well as most state and local income tax returns. We are authorized by the United States Treasury Department as an Electronic Return Originator (ERO). We will e-File your return as a matter of practice, unless you request otherwise.
As your individual tax professionals, we can advise you of the income, estate & gift, and state and local tax ramifications on a variety of transactions or prospective financial events - for example, the sale of a rental or investment property, buy vs. lease transactions, financing decisions, estate planning moves, and the sale of a closely-held business.
As one of our individual tax clients, you will receive the very best in personalized service.
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