Referral Tax Solutions LLC - The Key Piece to Your Financial Puzzle
Services

We offer a  range of services to suit a variety of client needs. Our most popular services are shown below. Please call or e-mail for more information on services, current promotions and custom options.

Tax Services
We offer tax preparation  services for:
  • Individuals, Businesses, Trusts and Estates, Not-for-Profits

INCLUDING:
  • Income Tax
  • Quarterly Estimates
  • Payroll Tax
  • Sales and Use Tax
  • Corporate Annual Reports
  • Tax Controversy: Audit representation for both IRS and State Audits.
  • We work closely with your bookkeeper (with appropriate consent) to ensure the utmost in confidentiality, accuracy, and timeliness.
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*NEW*

Click to prepare your easy returns on-line and save!
Some returns are even FREE!
Management Accounting and Consulting Services
We also offer Management Accounting and Small Business Consulting to business owners and managers including:
  • Operational Analysis: Organizational efficiency is more important now than it has been in decades. We can help identify  areas for improvement then develop and implement strategies for maximizing efficiency and operating in today's challenging economic environment.
  • Management Accounting: Internal reports for tracking performance and more reporting vital to decision makers.






Family Office Services
We offer custom assistance to our preferred customers with their special needs:
  • Personal Concierge Service*
  • Auto Registration
  • Boat Registration
* Individual Services offered based upon client needs.Some included services include:
  • Personal Shopping
  • Special Gift Purchasing/Delivery
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