Services

Below is a sample of tax and advisory services that we offer to our clients. Please feel free   to inquire about how we may service your needs.

Income Tax Planning
Income Tax Compliance
IRS Representation
Personal Financial Planning
Cash Flow and Budgeting Planning
Business Entity Selection
Business Start-Up Services
Accounting Services
Payroll Tax Services
Sales Tax Services
Property Tax Services

Income Tax Planning

At Milemarker Group, we’re able to advise you on a wide range of tax planning strategies, whether it be overall tax strategies designed to minimize tax liabilities and maximize cash flow, or transactional-level analysis.  Our experience and expertise allow us to guide you to the optimal tax result.

Income Tax Compliance

We’re a one-stop shop for all of your tax compliance needs and have experience with all state jurisdictions.  Whether you are an individual, corporation, S corporation, partnership, estate, trust, or non-profit organization, we can handle all of your compliance requirements.

IRS Representation

Audits and correspondence from the Internal Revenue Service and state agencies can be intimidating and stressful.  With the level of audit activity increasing at both the Federal and state levels, professional representation can assure that the process will be managed properly, with the best possible results for you.  We have extensive experience with audit representation and have developed relationships within several agencies, and can provide you with quality representation.

Personal Financial Planning

Comprehensive financial planning encompasses education planning, insurance and risk management, investment and asset allocation, retirement planning, and estate planning.  We’re able to provide the full gamut of financial planning services, whether you are looking for a comprehensive planning or only need planning for a particular aspect of financial planning.

Cash Flow and Budgeting Planning

Cash flow planning for small businesses includes budgeting, debt and finance decisions, forecasts, business plans, and long-range strategic plans, and can be used for internal or third-party purposes.  We are able to assist with all phases of your cash planning needs.

Business Entity Selection

A number of variables come into play in deciding your initial form of entity.  We can help you in identifying the issues which may impact your decision and help you decide on the appropriate form of entity.  We can also assist in filing the necessary forms and elections to implement your decision.

Business Start-Up Services

Once you’ve started your new business, you are faced with various start-up task, including registration forms, accounting system set-up, hiring and payroll decisions, sales tax registration, business license applications, budgeting, forecasting, and initial reporting requirements.  We can provide you with a roadmap for addressing all of your start-up needs, and can assist with filing any necessary forms.

Accounting Services

Whether you have a new or established business, we can provide accounting services to fit your needs, including accounting system set-up, Quickbooks consulting, software selection, financial statement preparation, business planning, budget preparation, and year-end information return compliance.

Payroll Tax Services

Our payroll tax services include registration with state agencies, preparation and filing of payroll tax returns, preparation and filing of annual information returns, and consulting regarding withholding rates and accounting system impact.

Sales Tax Services

We provide a variety of sales tax services, including software selection, jurisdictional decision tree analysis, transactional taxation analysis, sales tax compliance, and audit support.

Property Tax Services

Property tax planning takes on added importance in a down economy.  We can handle your property tax compliance requirements, review your assessments, and represent you with any necessary appeals.