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Our Services

Tax Services

Tax Preparation

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Preparing your own income tax return can be a daunting task. Today's tax laws are so complicated that filing a relatively simple return can be confusing. You may overlook deductions and credits to which you are entitled. Even if you use a computer software program, it is not a good substitute for the assistance of an experienced tax professional.

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What We'll Do For You:

  • check and recheck your tax return with our computer software to identify potential problems

  • file your tax return electronically (if you wish) so you will get a refund back sooner

  • show you how to adjust your payroll withholding to get more money back each week

  • show you potential deductions to limit your tax liability for next year

  • provide you a sheet of commonly overlooked deductions to limit next year's tax liability

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Are your books a mess?
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, and prepare your personal income tax return. We'll help you set up an easy system that allows you to keep your books in tip-top shape for next year.

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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.

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We make it a priority to enhance our mastery of the current tax laws, complex tax codes, and new tax regulations by attending frequent tax seminars.

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We continually look for ways to minimize your taxes throughout the year, not just at the end of the year, this helps you pay the lowest amount of taxes allowable by law.

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Our Tax Saving Strategies Help You

  • grow and preserve assets by keeping Uncle Sam out of your pockets

  • defer income so you can keep your money now and pay less taxes later

  • reduce taxes on your income so you keep more of what you make 

  • reduce taxes on your estate so your family keeps more of what you've made 

  • reduce taxes on your gifts so you can give more 

  • reduce taxes on your investments so you can grow your wealth faster 

  • reduce taxes on your retirement distributions so you can retire in style

 
Tax Saving Strategies We Use

  • splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket 

  • shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate

  • deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plan

  • using certain investments to produce income that is tax exempt from either federal or state or both taxing entities

  • finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home

 

We work for you not the IRS. Many of our clients save many times our fee in reduced tax liability through careful planning and legitimate tax strategies.

Accounting Services

Small Business Accounting

 

As a small business owner you have more important things to do than to keep your own books. Well 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:

  • reconcile your bank account

  • generate an income statement 

  • generate a balance sheet

  • clean up your general ledger

  • provide unlimited consultations

 

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

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Payroll Services

 

Whether you have 1 employee or 500 employees, payroll plays a headlining role in your business practices. We can can give you detailed reports, on-time tax payments, and direct deposits for your employees.

 

We offer you these Payroll Services:

  • payroll processing for up to 200 employees (through QuickBooks)

  • direct deposit through Intuit

  • payroll tax filing

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QuickBooks Services

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QuickBooks is the ideal business accounting software for small to mid-sized business owners.

 

QuickBooks Setup
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.

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QuickBooks Training 
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

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QuickAnswers 
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.

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QuickTuneup 
Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you'll get your Quickbooks running smoothly again with a complete tune-up.

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QuickBooks Tips 
We'll show you 'tricks of the trade' designed to save you time and make your QuickBooks experience even more productive.

Notary Public Services

Coming Soon Stay Tuned!

Pick Up/Delivery Services

If you are within a 10 mile radius of Zip Code 55044, we'll be happy to pickup and return your documents.

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