Services
Tax Return Preparation
- Individual Returns (1040, 1040A, 1040EZ, 1040NR)
- Corporations and Partnerships (1120, 1120S, 1065)
- Limited Liability Companies (1065, 1120)
- Non Profits (990, 990A, 990EZ)
- Estates and Trusts (706, 1041)
- Gift Tax Returns (709)
- Payroll/Bookkeeping/Accounting
Special Areas
- Non-Filers Late Returns
- Ministers’ Returns
- Small Businesses
- Taxpayers with IRS Problems
Financial Consulting
- Tax Planning
- Retirement Planning
- Saving for College
BizPlan is a medical pre-tax plan established specifically for self-employed individuals. BizPlan is not insurance; rather, it is the benefit vehicle that allows self-employed individuals to pay for their medical expenses with pre-taxed dollars and turn 100% of their medical expenses into a full tax deduction for their business.
This plan is ideal for business professionals who file as a corporation; they are able to offer this pre-tax medical benefit to themselves. If you are a sole-proprietor or an LLC and your spouse assists with the business, you would provide this benefit to your employed spouse (this is necessary because BizPlan is considered an “employee benefit”). Besides allowing 100% of your family’s medical premiums and expenses to be paid for with pre-tax dollars, the benefit is also a full tax deduction for your business.
Sign up for an BizPlan section 105 plan today!
Pease read our engagement letter. You can print it out and bring a signed copy to your tax appointment.
Click here to download the Engagement Letter. (PDF Type file)
