Tax Preparation and Planning
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Tax Preparation: Since the tax laws are ever- changing and something we all have to deal with, allow our firm to provide you with the necessary information to minimize your tax liability based the current tax laws. We are here year round to discuss issues that may arise based on any changes to your income and/or tax situation.
Tax Planning: We enjoy working with our clients to provide them with the tools to plan for the future and help them achieve their goals . Don’t hesitate to call us with your questions, as it is more beneficial to plan and be proactive then to try to resolve issues after the fact. From simply adding a new member to your household to starting a new business, we are here to help.
We provide the following tax return preparation:
Individual income returns
- Strategic planning to minimize liabilities
- Complimentary review of prior 3 tax returns filed
- Continued support throughout the year in deciding what records to maintain
- Phone calls, e-mail and consultations as necessary
- Flat fee based pricing & hourly billing available based on needs
Corporate Tax Preparation
- Federal, state and local returns
- Comprehensive review to decide when an S-election makes sense
- Review of prior year returns for common errors that benefit the Company to fix
- Integration with personal returns, payroll services, ect.
- Corporate bookkeeping and accounting integration available
Payroll Services
- Full service payroll and HR compliance
- Strategic use of employment tax credits available
- Filing of all required state and federal returns
- Direct deposit services for employees
- Retirement plan integration services including, IRA, 401(k), SIMPLE, & profit sharing plans
- Insurance integration option
Partnership Income Tax Returns
- Properly classifying active v. passive partner to properly maximize tax benefits
- Reviewing affect of partnership status on personal returns and analyzing whether a different business classification makes sense
- Bookkeeping and accounting integration available
- Review of prior year returns for common errors that benefit the Company to fix
- Integration with personal returns, payroll services, ect.
Estates and Trust Tax Returns
- First deciding when a trust or estate return is required
- Complex v. Simple trusts
- Gift tax consequences and the myths behind when “gift tax” is paid
Sales Tax Returns
- Assistance in deciding when Sales and Use Tax returns are required
- Sales tax automation including proper collection and remittance
- With bookkeeping services integrated, sales tax accounting will be kept compliant
- Proper appropriation among multiple states where applicable
by submitting this form you agree to be contacted via phone/text/email.
by submitting this form you agree to be contacted via phone/text/email.