“The best part of any work day is when a client comes in, I interpret their information and make sure it’s understood, and they then say they have enjoyed talking to me. That’s not your typical response to a meeting with an accountant.”


–Kathryn S. Schultz, CPA, Director


Compliance. It lingers at the bottom of your list until you can’t ignore it any longer. Who wants to deal with it? We do. Along with the advisory services comes the necessity of tax compliance.  We excel at preparing federal and state income tax returns for privately held companies, nonprofit organizations, individuals, estates, trusts, partnerships, corporations and even employee benefit plans. We enjoy understanding the complexities of tax and compliance regulations so that you don’t have to.

Our Tax Compliance Services Include
  • Preparation of annual federal, state and local tax returns and information returns for:
    • Individuals
    • Estates and trusts
    • Businesses, C Corps, S Corps, LLCs and partnerships
    • Multi-state organizations
    • Nonprofit organizations
    • Employee benefit plans
  • Preparation of independent trust accounting
  • Tax audit representation
  • Tax appeals and examination resolution
  • Notice resolution


Contact Our Tax Compliance Professionals

Looking for assistance in tax compliance? For additional information on our tax compliance services, please contact Kathy Schultz, CPA at 302.225.0600 or click here to email Kathy.  In a brief consultation she can assess your situation and determine the best way to proceed.