Back to top

Subscribe to our Newsletter


Join our newsletter list to get the latest updates

Join our newsletter list to get the latest updates

Services

When you make us a member of your team we will assign a member of our organization whose prerequisite skills best match your business model and industry sector. Many business people believe their personal mortgage is their largest monthly expense. However, in most cases, when you add your income taxes and social security taxes together you may find that these taxes are actually your largest expense. It is our mission to capitate these taxes for you on a monthly basis. To accomplish this, for all of our business clientele, we annualize your nine months of earnings and provide written recommendations for you to do by the year end. In addition, we advise you to put away a set amount on a weekly/monthly basis into saving accounts over the following year to fund your future tax liabilities.

Having been providing the following services for the past 20 years, Brian Lynn, CPA, PA is well connected in the professional community consisting of Tax Attorneys, Investment Advisors, Insurance Agents, Appraisers and many other advisors.


ALL IRS TAX MATTERS

  • Income, Estate & Gift Tax Examinations
  • Examination Appeals
  • Tax Court Petitions
  • Collection Division Matters including Liens, Installment Agreements, et al
  • Offers In Compromise
  • Penalty Abatements

TAX RETURN PREPARATION, INCLUDING STATES

Individual 1040
Partnership 1065
Corporation 1120S (et al)
Fiduciary 1041
Estate 706
Gift 709
Exempt Organization 990

ACCOUNTING & BOOKKEEPING FOR BOTH LARGE & SMALL BUSINESSES

  • Bookkeeping
  • Monthly or Quarterly Accounting Analysis
  • Federal & State Quarterly & Annual Payroll Returns
  • State Sales Tax Returns
  • Third Quarter Income and State Income Tax Projections
  • Sales Tax Audit Examinations
  • Workmen's Compensation Audits
  • Entity Annual Reports
  • Tangible Personal Property Tax Returns

FINANCIAL STATEMENT PREPARATION

  • Compilations of Financial Statements
  • Personal Financial Statements
  • Reviewed or Audited Financial Statements and Special Reports are outsourced

QUICKBOOKS PRO ADVISORS

  • Training
  • Set Up
  • Customized Reports

BUSINESS START-UPS

  • Choice of Entity
  • Application for Federal & State Identification Numbers
  • Sub-Chapter S Elections
  • Business Acquisitions & Due Diligence

FINANCIAL, ASSET PROTECTION, ESTATE & TAX PLANNING

  • Financial Planning with an emphasis on asset protection and capital preservation
  • Retirement Planning
  • Limited Liability Companies, Limited Family Partnerships, Trusts, Investments and Insurance Planning
  • Charitable Gifting
  • Elder Care Planning and Services
  • Income Tax Planning with a recognition of IRS examination risks
  • Tax Research and Opinions
  • International Tax Planning

BUSINESS ADVISORY SERVICES

  • Business Organization, Practices & Procedures
  • Business Succession & Exit Strategies
  • Buy/Sell Agreements
  • Valuations
  • Technology & Software Consulting
  • QuickBooks Pro Advisors
  • Informal Reorganizations
  • Bankruptcies & Assignments to the Benefit of Creditors

REAL ESTATE OPERATIONS AND FORECLOSURES

  • Real Estate Professionals
  • Choice of Entities
  • IRS Section 1031 Tax Free Exchanges
  • Foreclosures, Short Sales & Bankruptcy Tax Planning

LITIGATION SUPPORT

  • Forensic Accounting
  • Business Valuations
  • Expert Testimony
  • Divorce
  • Partner & Stockholder Disputes
  • Loss Claims

Information Request for Services Listed Above