Experienced Tax Preparation and Financial Services

Below are some of the services José I.R. Collado, CPA firm can offer you:


Individual Services

  • Tax planning for individuals
  • Preparation of Federal and State income tax returns
  • Federal or State tax audit representation or assistance
  • Analysis of alternatives for funding education
  • Pre and post retirement strategies
  • Assistance with loan applications, amortization schedules
  • Assistance with marital dissolutions and related issues
  • Assistance with social security qualification, eligibility and tax planning
  • Budgeting and cash management
  • Preparation of personal financial statements

    • Business and Consulting Services

  • Obtain Federal and State Employer Identification numbers
  • Planning for and minimizing income taxes
  • Tax planning for businesses
  • Preparation of workers' compensation reports
  • Preparation of compiled financial statements
  • Preparation of internal use only financial statements
  • Business valuation analysis
  • Break-even analysis
  • Succession planning
  • Federal or State tax audit representation or assistance
  • Assistance with employee fringe benefit plans
  • Assistance with loan applications, amortization schedules
  • Analysis of alternatives for funding growth
  • Preparation of sales tax reports
  • Preparation of Federal & State corporate, partnership, LLC, etc. income tax returns
  • Assistance with accounting systems design and implementation
  • Payroll services - Check writing, payroll tax reports, W-2's, etc.
  • Preparation of annual 1099's

    • Estate and Trust Services

  • Obtain Federal and State Identification numbers
  • Tax planning for estates and trusts
  • Preparation of Federal and State estate, gift, and income tax returns
  • Federal or State Tax Audit representation or assistance
  • Assistance with estate administration and accounting issues
  • Assistance with pre death and post death planning
  • Wealth transfer strategies