Services
Individual Services
- Year Round Tax Planning & Analysis
- Individual Tax Returns & Accompanying Schedules
- State & Local Tax Returns
- IRS Audit Representation & Delinquent Returns
- Quarterly Estimated Taxes
- Retirement Planning
- Estate Planning
- Elder Care Services
- Education Planning
- Personal Financial Statements
- Budgeting & Financial Analysis
Business Services
- Accounting & Bookkeeping Services
- Accounting Systems Implementation & Maintenance
- QuickBooks® Consulting & Support
- Compilations & Reviews
- Payroll & Sales Tax
- C Corporation, S Corporation, Partnership, LLC,
Non-Profit Tax Returns & Accompanying Schedules
- State & Local Tax Returns
- International Taxation
- Year Round Tax Planning & Analysis
- Business Formation & Dissolution
- Mergers, Acquisitions & Sales
- Business Succession Planning
- Employee Benefits & Retirement Plans Consulting
- Cash Flow & Budgeting Analysis
- Financing & Capital Structure Consulting
- Non-Profit/501(c)(3) Application & Setup
Estate Planning & Trust Services
- Federal & State Estate Tax Returns
- Gift Tax Returns
- Generation Skipping Transfer Tax Returns
- Decedent's Final Income Tax Returns
- Fiduciary Income Tax Returns
- Trust Accounting & Taxation
- Estate Liquidity Planning
- Postmortem Planning
- Estate & Trust Administrative Services
These materials have been prepared by A.P. Accounting & Tax Services, P.L. for informational purposes only. Information contained on this website is not intended to create, and receipt of any information does not constitute, an accountant-client relationship. Readers should not act upon this information and should consult a licensed CPA regarding specific tax and/or financial advice.
Did You Know?
The IRS requires retirees to take mandatory annual distributions from most types of retirement accounts by the time the retiree reaches the age of 70 and 1/2. The penalty for noncompliance is a 50% tax on the amount required to be distributed. Contact our CPA to understand your retirement account distribution requirements.
Did You Know?
Gifts of real estate to non-spouses such as children or grandchildren are closely scrutinized by the IRS. These gifts are normally taxable at current gift tax rates. Recent reports show the IRS working closely with local governments to identify conveyances of real estate where federal gift taxes have not been paid. Contact our CPA to understand your tax obligations related to such gifts.
Did You Know?
Unincorporated businesses such as sole proprietorships are more likely to be audited by the IRS when compared to corporations and partnerships. Some government statistics show that you may be ten times more likely to be audited if you are unincorporated as opposed to being incorporated. Call our CPA to discuss the advantages of incorporating your business.
