Our Services
Our services are tailored to meet each of our client’s unique needs.
Accounting with Integrity, Responsiveness, Quality, and Professionalism.
Accounting is required in order to keep track of all your business expenses. You will have to spend money and make money while conducting your business. Without accurate records, you risk mixing up transactions.
Bookkeeping
Tax Planning
Tax Preparation
Tax Resolution
IRS Representation
Bookkeeping
As a small business owner, you have more important things to do than keeping your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Each month or quarter we’ll do the following things for you:
- Meet with you to review reports as needed
- Reconcile your bank account
- Generate an income statement
- Generate a balance sheet
- Clean up your general ledger
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding business start-up consultation, tax planning, tax preparation, or any of our other services.
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income.
As a business owner or individual, our goal with tax planning is to ensure you pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year. We help you grow and preserve assets by keeping Uncle Sam out of your pockets.
Reduce taxes on your
- income so you keep more of what you make
- estate so your family keeps more of what you’ve made.
- investments so you can grow your wealth faster.
- retirement distributions so you can retire in style.
Tax Preparation
Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.
- Your tax return will be carefully prepared/reviewed by our team of professionals to ensure a complete and accurate return is filed with the IRS.
- Your tax return will be filed electronically so you get your refund quicker (if due a refund).
Tax Resolution
The process of engaging with the IRS and tax experts to resolve your tax issues is known as tax resolution. For a number of reasons, the IRS may not be satisfied with your tax return or current tax situation.
Another instance of an IRS issue is when you fail to file your taxes for a number of years. The problem may eventually become so severe that you require outside assistance to get back on track and to prevent paying the IRS more than you should.
Working with us helps you ensure your rights are protected.
IRS Representation
Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating items reported on your tax return.
The IRS leaves no stone unturned in its mission to determine the accuracy of your tax return. If you don’t comply with the Auditors’ wishes, the IRS may recalculate your tax and send you home with a hefty tax bill as your parting gift.
Rarely do our clients even have to talk with the IRS. We handle it all for you so that you do not need to take time off of your business or job. No lost wages or business. You simply forward a notification of an audit to us and we take it from there.
We provide professional services to individuals, as well as small to medium-sized businesses.
We will answer your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
