Company Portfolio
Entertainment
Provide yearly partnership and personal tax services and other consulting services for international entertainment company.
Freight/Trucking
Provide yearly corporate, partnership and personal tax services for multi-faceted transportation company. Created comprehensive bank package to secure expansion capital. Provide periodic “Compilation” reports as required.
Graphic Designer
Provide yearly corporate and personal tax services and other consulting services to graphic designer.
Housekeeping Service
Provide tax preparation and consulting to small housekeeping service.
Internet Based Business
Provide tax preparation and consulting to an internet based business.
Manufacturing
Provide assistance in securing lines of credit to support needs for seasonality of business; provide yearly corporate and personal tax services and preparation of “Reviewed” financial statements to support bank line; provide other consultation regarding future growth of company.
Mortgage Broker
Provide tax preparation services for high net worth mortgage broker.
Non-Profit
Creation of Form 1023 package for submission to IRS for receipt of 501(c) (3) status. Provide filing of 990’s annually.
Property Management
Provide tax and consulting service to a property management group.
Real Estate
Provide tax and consultation services to real estate developer.
Recreation Company - Franchisor
Provide comprehensive “Audited” financial statement package to coordinate with SEC attorney for the creation of national franchise for this recreation company. Provide yearly corporate and personal tax services and other consulting matters.
Real Estate Broker
Provided tax and consulting services including support for client in IRS audit.
Various Individuals
Handle a variety of tax filings and issues relating to back-tax matters.