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TAX PREPARATION

· Individuals

· Estates

· Trusts

· Corporations

· Partnerships

· Limited Liability Companies

· Family & Closely Held Businesses

· Complex Tax Issues & Returns


AUDIT & COLLECTION
REPRESENTATION

We know how terrifying it can be to open your mailbox and find a letter from the IRS.  We will take the mystery and fear out of the many different notices that the IRS sends.  We will respond on your behalf and follow up with the IRS until the matter is finally settled.  We have over 32 years of experience representing clients in IRS exams and appeals.  We will determine the documents necessary to submit, then acting on your behalf, prepare and deliver a professional response to ensure the best possible outcome to this very stressful event.

ESTATE PLANNING

Estate planning is an important and ongoing process that should be revisited as life progresses and goals change.  At Terry J. Zelin, CPA, we stand with you every step of the way.  We utilize our knowledge of Federal and State tax laws to assist in making the critical decisions that will impact your ability to preserve assets, reduce estate taxes and leave a lasting legacy for your family members.

FINANCIAL PLANNING

It is never too soon to begin thinking and planning for your future needs which include: how to maintain and improve your lifestyle; how to pay for education for your children, your spouse or even yourself; how and when you can retire; or how to plan for your children’s inheritance.  The tax and money management decisions you make today can and will materially affect all of these.  We work with you and other professionals to ensure that you will be secure and confident in your decisions today in order to meet your financial goals for tomorrow.

MERGER & ACQUISITION

Buying, selling or combining businesses, can lead to great success or great loss. If done correctly it requires an experienced and knowledgeable firm to assist you from beginning to end; to work with you to develop strategies for success; to guide you through the maze of tax, accounting and financial issues that are ever present when buying and selling businesses; to negotiate on your behalf; or to work hand in hand with you as you negotiate to ensure that you receive the greatest possible benefit from your transaction.  Terry J. Zelin, CPA has extensive experience, garnered over thirty two years, with complex business purchases, mergers and sale transactions.

 



 

 

 

 
   

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