一句话A family-owned tax and business consulting firm serving individuals and small businesses since 1977.
适合谁Individuals, corporations, partnerships, fiduciaries, small and mid-sized businesses with federal/state/local and multi-state tax needs.
核心功能Tax preparation for individuals and businessesFederalstate and local tax returnsMulti-state taxation supportIRS and state/local tax authority representationBusiness consultingIncorporation and new business analysisMortgage and real estate tax analysisInvestor tax support including RSUsESPPESOPstock options and 1031 exchanges
核心功能模块税务服务;多州税务;IRS及州/地方税务机关代理;抵押贷款与房产税务分析;投资者税务;小型/中型企业咨询;公司、合伙企业或LLC设立分析;税务中心、通讯、财务计算器、工资计算器等在线资源。
数据安全合规文本仅提到由负责人亲自服务,并减少多名员工接触客户私人财务信息;未披露正式安全、隐私或合规认证。
部署方式(云/自托管)网站提供在线资源和登录入口,但未说明任何软件部署方式。
支付Website includes “Pay Your Bill” navigationbut payment methods are not specified.
中国访问未知
适用场景Tax return preparationmulti-state tax filingIRS/state representationsmall business consultingentity formation analysisinvestor and real estate tax planningmortgage-related tax impact analysis.