Sean assists his clients with a full range of tax planning and preparation decisions using strategies that reduce your liabilities, improve your cash flow and keep you on track with your financial goals. His expertise, analysis and thorough research allows him to optimize financial opportunities found in existing as well as recently updated tax laws. Sean is knowledgeable and up to date on tax law and will make sense of your receipts, bills and notices.
- Tax Preparation
Sean offers individual tax preparation services, and business tax preparation services for Partnerships, Corporations (Forms 1120 and 1120S) , and Limited Liability companies. He has experience with personal and business multi-state income tax matters.
- Individual Tax Planning
Marriage, Children. Homes, Businesses, and Investments. Retirement. Your life’s circumstances change, and sometimes your tax needs change as a result. We can help you anticipate these changes, quantify the tax impact, and suggest tax-saving strategies. Sean also consults with individuals and businesses on transaction-driven tax events including property sales, inheritances, and similar matters.
- Business Tax Planning
We help startups and other successful businesses by consulting with them on choice of entity, compensation and retirement plan strategy, transaction planning, budgeting, mergers and acquisitions, and net income projection and planning.
- IRS Representation
Professional representation can be imperative during an audit, and Sean’s experience with tax authorities enables him to guide clients in their interaction with federal and state agencies. If you are being audited, the professional representation you find in Sean can put many of your worries at bay. He is ready and willing to answer any question the IRS may ask you.
- Non-Profit Tax Services
Although they may be exempt from tax, public charities and other non-profit entities can have tax reporting requirements in addition to their financial statement requirements. Let Sean assist your non-profit with these tasks, allowing you and your staff to focus on your exempt purpose.