Tax and Regulatory Compliance

Tax Compliance

  • Audit Assistance
    • Financial statements
    • Internal Revenue Service
    • State and Local government audit support
    • Bank reviews
    • Employee Benefits (401K)
  • Federal and State Tax Compliance
    • Corporate and Individual tax planning and preparation
    • All State filings including Franchise Tax and Person Property
    • Sales and Use tax filing
    • 1099 Compliance

Regulatory Compliance

  • SEC Compliance
    • 10Q and 10K Assistance and preparation
  • FINRA Compliance
    • FOCUS report planning and preparation