Individual Tax Preparation & Planning
We are here to help with your individual tax preparation and planning needs. We focus heavily on the tax planning so that the tax preparation is a breeze. We want to help you know what outcome to expect at April 15th. We can help make sure you are reporting income and deductions correctly and taking advantage of tax savings available to you. If you need assistance with getting your W-2 withholdings correct, want to make sure you are reporting your investment income correctly, recently purchased a rental property, recently received a notice from the IRS, are planning to retire soon, or have any other tax related situations or questions, we can help!
Our Services
Business Tax Preparation & Planning
We love working with small business owners! We can prepare your business income tax returns. We will also check in quarterly to make sure your books are up to date and accurate and give you an idea of what to expect at tax time.
Consulting
We want to partner with you to help you succeed in your business endeavors. We can do this by providing education on best business practices and tax saving strategies. We also have a network of experts we can refer you to for other business and financial needs that may be outside our services.
Bookkeeping
Everything we do starts with clean books and good records. We offer a range of services depending on your needs. Do you need someone to take the burden of bookkeeping off your plate completely? We can do that! Do you just need someone to look over your books occasionally for accuracy & completeness? We can do that too! Below is a list of our most popular bookkeeping offerings:
Full Service Bookkeeping
Monthly Bank Reconciliations
Monthly QuickBooks Analysis
Quarterly QuickBooks Analysis
QuickBooks Clean up
QuickBooks Set up
QuickBooks Training
Payroll
Making sure your employees are paid is a very important task, but can also be one of the most frustrating and time consuming tasks. We can help with running timely payroll, ensuring payroll returns are filed timely and accurately, and dealing with payroll notices from Federal and state taxing authorities.