We offer the following services for our clients.
Income Tax Preparation
- Income tax return preparation for individuals and all entity types: corporation, partnership, individual, trust, estate, non-profit.
Tax Planning
- Getting a large refund may be exciting, but minimizing your taxes over your lifetime is probably a better goal. Choosing the correct entity structure (corporation, partnership, etc) is essential to minimizing your lifetime tax and protecting your assets. Reviewing your tax situation before the end of the fiscal year, timing large transactions to get the best tax outcome, and planning for future events is worth the effort.
Estate Planning
- Do you know what you want to happen to your assets and business when you are no longer here to manage it yourself? Let’s plan ahead so your heirs do not have to sell assets to pay estate taxes and work with an attorney to get a will that protects your surviving spouse, heirs, and assets.
QuickBooks Consultation and File Setup
- QuickBooks is intuitive for some, but not so easy for others. Good setup is often the key to ease of use. There is no need to struggle with it, pick up the phone and give me a call. If I cannot answer your question over the phone, I am happy to come to your office to assist or train.
Bookkeeping and Write Up Services
- You did not go into business because you enjoy doing the bookkeeping, but luckily, I did. We can tailor the services I provide to fit your needs. Maybe you would like me to do all of your bookkeeping. Maybe I come in monthly to do reconciliations and quarterly reports. Whatever you need to keep your time free to run your business and do what you are passionate about.
Periodic Bookkeeping Checkup
- Periodic meetings allow us to talk more frequently. It is much easier to keep your financial records accurate if we can ask questions and discuss options more timely. Meeting with your bookkeeper allows us to catch errors and make corrections before they become habitual and we can do some training if needed. This is especially helpful when you have multiple entities and/or are training new staff.