Services
We understand that you have many options in choosing a tax preparation and accounting professional. We take a unique approach with our client relationships as we take a consultative, proactive, ongoing approach to your financial situation. We strive to not solely file your returns but to be available throughout the year to provide timely advice so that you can make informed decisions for your personal and business situation. This correspondence can include tax projections, discussions on deductions and businesses and much more.
Personal & Business Tax Planning & Management Services
There are plenty of service providers out there who can prepare your tax return; however, we take a unique approach. Not only can we help you file your returns accurately, on- time, and help you reduce your tax liability, we take a personal approach that allows us to be consultative and proactive in our relationships with our clients. We want to be in touch throughout the year to be able to provide timely advice so that you can make informed decisions for your business. We particularly enjoy preparing tax projections for clients that take into account various scenarios.
Estate and Trust Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Accounting Services
From start-ups to established businesses, business owners rely on accurate and insightful financial information in order to maintain profitability and explore new opportunities. We guide you towards these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment and tax planning.These services include but are not limited to:
• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annually)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Personal financial statements
• Corporate tax planning and return preparation
Bookkeeping
Accurate record-keeping is essential to a successful business yet can also be complicated and time-consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
QuickBooks Set Up
Choosing and implementing a new accounting software system can be a challenging undertaking. While there are many options available, we specialize in QuickBooks Online and can assist with training and support for your business to start your bookkeeping with a foundation that you can rely on.
Payroll Services
In conjunction with, or as a separate activity, we can assist you with keeping your employees paid while freeing up your time to perform your daily business activities. Our payroll services may include payroll processing alone or can be performed in conjunction with monthly, quarterly, and annual reporting.
Industries
Farm/Agriculture
Even small family farms have had to embrace technology and keep up with ever-changing rules and financial regulations. As we discuss your farm and agricultural endeavor, we understand that revenues and expenses are highly seasonal, cash flow can vary throughout the year, and some inventories are highly perishable. Having an accounting professional to discuss your business and help guide you through the financial risks and growth opportunities can be essential to the success of any small family farm.
Construction
We work with a wide range of clients in various industries, including construction. This industry has its own set of hazards, benefits, and difficulties as companies balance competitive job price estimates with the high cost of materials and staff. These hard-to-balance realities are just some of the many reasons that you need an experienced accounting firm. In addition to education and experience, you need to work with accountants who are accessible and client-focused throughout the entire year.
We offer comprehensive accounting and taxation services that extends beyond tax preparation. If you want a more comprehensive approach, we will review your cash flows to analyze and report any financial issues while discussing your concerns about the market and your industry specific questions.
Retail
Retail businesses are facing one of the most difficult economic periods currently due to economic instabilities, seasonality issues, and surprise increases in operational costs. We supply all the accounting and bookkeeping services your retail business requires, including cash flow analysis and financial projections. We also design a personalized tax strategy that utilizes all appropriate deductions to reduce tax liabilities.
Small Business Tax Accounting
Large corporations have the ability to easily separate the leadership’s personal life from his or her business career. But as a small business owner, you know that the lines between personal and business sometimes get blurred, which can be most apparent at tax time.
As a small business owner, we understand and appreciate the hard work that goes into maintaining a small business. We will help you achieve growth and navigate challenges with accounting services designed to help you accomplish a range of different goals. From creating and structuring your small business, to providing you with ongoing guidance and advice, we can assist you in implementing and successfully adopting a new accounting system, analyzing financial data and compiling company financial statements.
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