We offer tax preparation services for individuals, corporations, partnerships, and non-profit organizations This includes federal returns and all state tax returns.
As an authorized e-file provider, we e-file all returns whenever possible. We do not charge extra for e-filing since we believe it is the most accurate and efficient way to file returns. E-filing also provides an almost immediate acknowledgement that your return has been received and speeds up the receipt of refunds.
We offer payroll tax preparation services. On a monthly basis we can calculate your tax payments that are due and make the payments electromically. We can also prepare, file, and make payments that are due on a quarterly basis. At the end of the year, we will prepare W2 and 1099 forms for you.
If you are starting a business there are many important decisions to make. We can help guide you through the process. Consult with us about what type of legal entity to operate as, obtain a federal ID number, register for payroll taxes if you will have employees, how to keep track of your income and expenses, and what deducitons are available to you.
Do you handle your own bookkeeping using Quickbooks?
We can assist you by reviewing your books on a periodic basis. This can benefit you in several ways:
We can offer suggestions for changes and improvements and even make adjustments for you so that your books are in good shape when tax time arrives.
Take advantage of tax planning opportunites by knowing where you stand as the year progresses. Make adjustments to estimated tax payments if necessary.
Make better end of year tax decisions. Should you buy that new piece of equipment now or wait until next year? Is a year-end payroll bonus in order?
If you have a business let us do your bookkeeping so that you can concentrate on running your business. We use QuickBooks to record all your income and expenses. We also reconcile your bank accounts. Just provide us with your records on a monthly or quarterly basis and we can take it from there. This also means we can provide you with financial statements that will show you how your business is doing, and allow us to assist you with tax planning.
We continually keep up with the latest changes in the tax laws and are available year-round to help you understand how those changes may affect you. We strive to help clients minimize current and future tax liabilities. You can consult with us about your specific situation to see what is best for you.
Or maybe there has been a change in your life and you need help understanding the tax implications. We can explain your options and help you make informed decisions.
And if you have a business, we can assess your bottom line and how it will affect your tax situation. We can also help you make decisions about equipment purchases, lease vs. buy, and make you aware of all the deductions to which you are entitled.
We can prepare financial statements for your business , including a balance sheet and profit & loss. These are compilation or review level of service statements. They can be used by you to monitor your business activity, plan for taxes, and give to a third party such as your banker who may require them on a regular basis.