oXYGen Financial Tax and Business

Personal Tax Returns

• Includes federal and state personal tax returns and all schedules
• Federal Forms 1040, 1040X, Etc.
• Federal and State Returns for Sole Proprietorship (Schedule C)

Corporate and Partnership Tax Returns

• Federal and State Returns for C-Corporations and S-Corporations
• Federal and State Returns for Limited Liability Companies
• Federal and State Returns for Family Limited Partnerships

Estate Tax Returns

• Federal Gift Tax Reporting - Form 709
• *Federal Estate Tax Return - Form 706
• Federal Generation Skipping Taxes
• *Federal Income Tax Return for Trusts and Estates - Form 1041
• *State returns, as needed

Bookkeeping Services (Quick Books)

• Quick Books Accounting Service
• Reconciliation
• Prepare Income Statements and Balance Sheets from Quick Books Software

Payroll Services

• 941- Employer's Federal Tax Return
• 940 - Federal Unemployment
• State Unemployment Forms

Computer Consulting

• Review of Office Equipment Contracts
• Technology Audit and Bill Review
• Virus/Spyware Removal
• Online Backup Services
• Managed IT Support
• Computer and Laptop Repair
• Computer Troubleshooting

Electronic Vault Storage

• Set up of electronic safety deposit box through e-money software
• Management of electronic safety deposit box through e-money software

Electronic Account Aggregation Services

• Set up of e-money personal dashboard
• Management of e-money personal dashboard

Business Tax Management Services

• Shop vendors for office equipment, supplies, phone systems, etc.

Benefits Tax Management Services

• Shop and consult on employee benefits packages

Family Business Tax Analysis

• Family entities Analysis
• Charitable consulting
• Family counseling

New Business Start Up Planning

• Review business plans
• Review pro forma for business
• Review type of entity for business
• Policy handbooks

Team Building

Career Coaching

1 to 1 Personal Development