Tax returns, books and business questions
The center of the practice is exit planning and the Family Office. But Martin still handles tax returns, books and business questions for clients he has known for years, and for their families and their companies. This is the door for that work.
Tax preparation
- Individuals, including multistate and expatriate situations
- Partnerships, S corporations and C corporations
- Trusts, estates and gift tax returns
- Amended returns and prior-year catch-up filings
Accounting and bookkeeping
- Monthly books, reconciliations and financial statements
- Compilations for lenders, landlords and bonding companies
- QuickBooks setup, cleanup and training
- Payroll and sales-tax coordination through our partners
When something comes in the mail
- IRS and state notice response and representation
- Residency and sourcing questions for New York and New Jersey
- Entity maintenance: annual reports, registered agent, dissolutions and final returns
- Business questions, contracts and letters that need a CPA's and an attorney's eye
How we work together
Documents, signatures and invoices move through the secure client portal, which keeps your records organized by household and entity and lets any question be answered from the file. Every return is prepared with a document index and a workpaper set, reviewed by an Enrolled Agent before it reaches Martin, and filed only after you have signed the e-file authorization.
Existing clients who want to move from a once-a-year filing to a year-round relationship can do so through the Tax Reduction & Wealth Mapping Membership, which begins with a review of your last three returns.
A first talk is free, and it is short.
Bring what you have, even if it is a rough number and a rough timeline. Martin will tell you plainly what can be done now and what has to wait. No pressure to sign anything.