Tax Preparation and Compliance

The core of our business is tax preparation and compliance services. We offer these services year-round and at competitive rates. E-File is free for current tax year when filing Federal and State together. If you are delinquent on filing past year tax returns, we can prepare them for you. The forms we prepare most frequently are listed below:

• Federal individual tax Form 1040, plus all related schedules

• All state returns, plus related schedules

• Tax Exempt Organizations (nonprofit Form 990)

• Single member LLC's, and Sole proprietor (Schedule C)

• Partnerships, Multi-member LLC as partnership or corporation

• Quarterly tax estimates, and Form W-4 tax withholding

Tax Planning

Tax planning is critical to self-employed and small business taxpayers. It is the first step to ensuring you are paying the lowest amount of tax that is legally possible. There are many ways to structure a business to lower the overall tax rates for your business.

Our planning service is developed after consultations with you about your business, your prior returns, and projections. Entity choice, accounting method, financing structure, and benefit plans are all looked at from a tax minimization perspective. The plan we create is reviewed against your actual results and adjustments are suggested as they become necessary.

For individuals, we assist you with deciding the best method for retirement funding and benefit planning. Is a Roth or Traditional IRA retirement option the best for your future? Is your portfolio risk allocated strategically for your age and needs?

Bookkeeping & Review

Bookkeeping is a task that can be daunting for a small business or a tax exempt organization. We will help you convert to Wave Accounting, QuickBooks Online, or another web based software. We will establish or revise your chart of accounts, and automate the reconciliation process. Features include: Accounts payable/receivable, billing and invoicing, bank reconciliation, customized reporting, monthly and quarterly financials, with add-ons for payroll.

For individuals that prepare tax returns themselves, we provide a review for completeness of data and any possible missing deductions. We provide 3rd party Financial Statement review for tax exempt organizations that may not have the staff with the expertise to work with your auditors.