We will be responsible for all record keeping and data management from your accounts, and take full advantage of all tax minimization opportunities and strategies.  This will consist of preparing and maintaining all ledgers, monitoring cash inflows and outflows, reconciling cash accounts with the bank statements, tracking monies owed by others, and paying all fixed and variable expenses as requested (mortgages, loans, credit cards, taxes, utilities, etc).  This documentation will be organized and maintained according to the guidelines set forth by the Internal Revenue Service and other taxing and regulatory authorities. 

We will prepare all necessary federal and state individual income tax returns.  We will also monitor all withholdings from each paycheck and other sources of income to ensure it reflects the amounts we determine in your budget and meets your expectations.  We will also be responsible for all tax research and correspondence, as well as, be your representation in front of the IRS and/or any tax authorities.  Lastly, we will be of counsel with respect to any tax issues associated with structuring any of your current and future business contracts.