Professional Services

INCOME TAX RETURN PREPARATION

   

Federal and state income tax return preparation for all taxpayers, including personal, farm, as well as large and small business owners. Our firm provides tax compliance for all entities including individuals, trusts, estates, C corporations, S corporations, partnerships, and gift tax returns. Tax projection services also available.


Key Benefits: 

• Assurance that tax is minimized by claiming all available deductions and credits 

• Guaranteed to be filed accurately and on a timely basis 

• Provides an opportunity to generate tax saving strategies at no additional cost



PAYROLL PROCESSING 


We will manage your payroll processing and tax reporting on a monthly, quarterly or annual basis, as needed. We will also prepare your year-end Forms W-2 for employees and Forms 1099 for independent contractors and outside consultants.


Key Benefits: 

• Accurate calculation of federal and state withholding 

• Timely reporting to taxing authorities 

• Seamless integration for year-end reporting



COST SEGREGATION ANALYSIS 


Maximize and accelerate allowable depreciation deductions on recently constructed or extensively refurbished business facilities.


Key Benefits: 

• Recoup your investment quicker 

• Cut taxes today 

• Improve current cash flow



NEW BUSINESS START-UP ASSISTANCE 


We help clients with the selection of the most appropriate tax entity for their new venture. We will work with your attorney to ensure all necessary federal and state filings and business registrations are timely completed.          



BUSINESS CONSULTATION  


Professional advisory services regarding business and financial implications to facilitate management decisions including forecasting, budgeting and “What If” scenarios. 



PROFESSIONAL REPRESENTATION  


Professional, experienced representation before the Internal Revenue Service and state taxing authorities.

PERSONAL FINANCIAL PLANNING  


We help clients define and articulate their financial and life goals and objectives. Tax planning for financial peace of mind may include one or more of the following areas: income tax, gift and estate tax.


Key Benefits: 

• Minimize taxes today 

• Meet long-term goals 

• Reassurance of ongoing monitoring to keep you on track

Bookkeeping

FINANCIAL WRITE-UP 


Our firm will provide monthly bookkeeping to meet your financial needs, including bank reconciliations, adjusting entries and all supporting ledgers and journals for standard financial statements. Endless customized reports are also available for any specific requirements you may have. Budgeting and forecasting assistance also available.


Key Benefits: 

• Customized financial reporting as needed 

• Timely reporting to provide an accurate financial picture 

• Seamless transfer into our tax preparation software



ASSET MAINTENANCE 


Fixed asset tracking and maintenance of depreciation deductions are especially critical financial planning tools in light of tax law changes. We will maintain a complete and accurate listing of your fixed assets and will provide depreciation reporting options to help you meet your financial goals for any given tax year.


Key Benefits: 

• Assures proper class life identification for new fixed asset additions 

• Maximization of depreciation deductions, including Cost Segregation analysis for newly constructed or recently refurbished business facilities (see our Services section for more information on Cost Segregation Analysis) 

• Provides depreciation projections for accurate budgeting and forecasting