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  • Comprehensive Individual Tax Planning, Compliance, and Advisory Services

  • Gift Tax Planning, Compliance, and Advisory Services

  • Tailored Tax Planning and Advisory Services for High Net Worth Individuals

  • Financial Planning and Retirement Planning, including Budgeting

  • Estate Planning & Trust Tax Services

Individuals

1

  • Comprehensive Trust and Estate Tax Planning, Compliance, and Advisory Services

  • Decedent Estate Tax Return Planning and Compliance

  • Coordination with Executors, Trustees, Administrators, and Attorneys

  • Advisory Services on Tax Implications of Sophisticated Estate Planning

  • Trust Accounting Services

  • Fiduciary Services

Trusts & Estates

3

Multi-District Litigations

  • Serving as Special Master

  • Serving as Court-Appointed CPA

  • Serving as Settlement Administrator

  • Reporting to the Court and Leadership

  • Assisting the Court and/or Leadership with time and costs administration

  • Handling all tax, financial and accounting aspects of common benefit funds and settlement funds

  • Preparation of tax returns for Qualified Settlement Trusts (Form 1120-SF)

7

Quickbooks

  • Setup and Training

  • Tune-up and Maintenance

  • Answers to QuickBooks Questions

  • Support for Small to Mid-Sized Businesses

  • Fiduciary Services

5

  • Comprehensive Business Tax Planning, Compliance, and Advisory Services

  • New Business Startup Advisory Services

  • Online Accounting Software Management (QuickBooks Online)

  • Monthly or Quarterly Financial and Management Reporting

  • Additional Tax Compliance Services (Tangible Tax, Sales Tax, State Income Tax, etc.)

  • Financial Planning for Businesses

  • Business Advisory Services

  • Succession Planning

  • Preparation of Compiled Financial Statements

  • Bank Financing

Businesses

2

  • Unfiled Tax Return Compliance and Advisory Services

  • IRS Tax Notice Management and Response

  • Lien and Levy Avoidance Strategies

  • Installment Agreements and Offers in Compromise

  • Penalty Abatement

  • IRS Audit Representation

  • Back Taxes Owed

Tax Resolution

4

  • Comprehensive Non-Profit Tax Planning,Compliance, and Advisory Services

  • New Non-Profit Startup Advisory Services

    Preparation of Compiled Financial Statements

Non-Profit Organizations

6

Services We Offer

At Sansom CPA, we are a full-service accounting firm dedicated to tailoring our services to meet your unique needs and budget. Our goal is to help you generate income, increase your profits, and reduce costs through accurate financial analyses and by providing the right information for you personally and/or your business.

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