Integrity. Honesty. Trust.
Tax Preparation & Planning
Accurate returns filed on time, and a plan for next year before this one is done. We look for savings while you can still act on them.
- Individual returns, including multi-state and investment income
- Partnership, S corporation and C corporation returns
- Trust and estate returns
- Quarterly estimates and year-end projections
- Planning for business sales, real estate and equity compensation
Outsourced Accounting
Your books reconciled and closed every month, with financial statements that show how the business is really doing.
- Monthly bank and credit card reconciliations
- Monthly or quarterly financial statements
- Accounts payable and receivable support
- Cleanup and catch-up of past-due books
- Accounting software setup and training
Outsourced CFO & Advisory
Senior financial leadership without a full-time salary: someone to build the plan, watch the numbers and help you decide.
- Budgets, forecasts and cash-flow planning
- KPI dashboards and regular financial reviews
- Pricing, profitability and cost analysis
- Lender relationships and financing support
- Exit, succession and acquisition planning
Payroll & Compliance
The recurring filings that are easy to miss and costly to get wrong, handled on schedule.
- Payroll processing and quarterly payroll filings
- Year-end W-2s and 1099s
- Sales and use tax returns
- Annual reports and licensing reminders
Entity Planning & IRS Representation
The right structure from day one, and a CPA on your side if a tax agency comes calling.
- Entity selection and S corp elections
- Reasonable compensation and owner pay planning
- Responses to IRS and state notices
- Audit representation and payment plans
Planning beyond taxes? If you also work with IHT Wealth Management, we can coordinate with your permission so your tax and financial strategies line up.
Not sure what you need?
Tell us where things stand. We’ll recommend the right mix and put scope and fees in writing first.