Skip page Logo and Brand information to navigation. Skip page header section and navigation, to main content.

Learn More About Our Services


Tax Preparation Services

Individuals

A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.


Other Services

Loans and Mortgages

Need a loan? We can help through our affiliated company TACA Mortgage

Here are some of the loans we can help you with:

1. FHA mortgages

2. Conventional loans

3. Jumbo loans

4. Non QM loans

5. Hard and soft money loans

6. Self-employed loans, no problem

7. Business loans

8. Bad credit

9. Stated income loans

10. Bank statement loans

11. ITIN loans

12. Foreign national loans

13. Residential real estate loans

14. Commercial real estate loans

15. SBA loans

16. Equity investors

We can help you obtain the financing you need because of our knowledge of your tax returns and how underwriters analyze them. Call today for more information.

Expert Witness Real Estate & Mortgage Industry

Expert Witness in the Real Estate and Mortgage Industry

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We can refer you to top notch financial planners who can help you with your financial planning needs.

E-2 & L-1 Visas

We can help you find or start a business in the U.S. and then complete some of the required paperwork for the E-2 and L-1 visa applications. We work with your immigration attorney to ensure your success in obtaining the visa. Here is what we do for you:

*  Help you find and purchase a business or franchise or help you start-up a business.

*  For L-1 visa we help you set up a U.S. office of your business

*  Business plan with a 5-year projection of income and expenses

*  Entity selection and set up of LLC or Corporation.

*  State registration of Articles of Incorporation or organization

*  Operating agreement or bylaws.

*  Issuing stock

*  Corporate formalities such as meetings and minutes

*  Obtain Federal Employer Identification Number (FEIN)

*  Obtain state and city licenses

*  Find office, warehouse, store or other suitable facilities for the business to operate from.

*  Manage leases and rental agreements

*  Set up payroll accounts with IRS, State, Workers Compensation and State Unemployment

*  Set up contracts with suppliers and employees

*  Do the payroll for the company

*  Do the accounting for the company

*  Do the tax returns for the company and individual

*  Track the source of funds for the investment from the originating country to the U.S.

*  Created organizational and work flow charts

*  Employee benefit consulting

*  All other necessary documents to obtain the visa so that you can start a SUCCESSFUL business in the U.S. 

 

 

 


Accounting Services

Bookkeeping

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms. We team up with ADP to provide the most comprehensive payroll services available.


Send Us a Message

We would love to hear from you!

801-884-2100 robcpatax@gmail.com

Get clarity on your tax and accounting situation