Accounting Services

Get services tailored to your needs.

Spend your time building your business - and your profits; let us handle your bookkeeping, recordkeeping, and report filing.

We can provide as many of the following services as you want:
Payroll functions, quarterly and annual payroll tax reports.
Doing your bank reconciliations and providing cash balance reports.
Preparation of financial statements and maintaining general ledgers.
Preparing all required business tax reports and filings.
Preparing any customized reports you find useful.
Preparation of required financial statements for bonding
Move services available ask for details….

Where do we begin?

We'll work with you to identify the services you need. Then we'll set up a schedule so data is collected, recorded, and handled efficiently and timely.

Tax Planning

It is our job to see that you pay no more tax than the law requires.

We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters.

If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.

There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them.

In a nutshell, the strategies are:

• Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
• Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
• Shifting deductions from one year to another to place them where the tax benefit will be greater.
• Deferring tax liability through certain investment choices and through pension plan contributions.
• Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy - a vacation home, for example.
• Investing your money to produce income that is exempt from either federal or state income tax, or both.
  

Professional Tax Return Preparation

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year. And we can put you on our mailing list to receive timely tax, business, and financial advice.

Your Tax-Cutting Checklist

Whether you’re a wage earner, an investor, a business owner, or all three, you should use the tax-cutting benefits available in the tax law. There is little to be gained by paying more tax than the law demands.

Identify the tax-savers for which you qualify. Here’s a tax-cutting checklist to get you started. Check the list to see if there are tax breaks that you are overlooking.

For Individuals:

• Roth IRA
• Roth 401(k) if employer's plan permits
• Rollover to Roth IRA
• Tax-deductible IRA
• Child tax credit
• Income shifting to children
• Child care credit
• Earned income credit
• Lifetime gifts
• Education savings accounts
• Education expenses
• Hope scholarship credit
• Lifetime learning credit
• Bunching deductions
• Flexible spending accounts
• Health savings account
• Donating appreciated assets instead of cash
• Qualifying property for personal residence gain exclusion
• Best filing status
• Shifting income or deductions from year to year
• Adoption expense credit

For Investors:

• Tax-free municipal bonds
• Long-term capital gains and dividends
• Rental property
• Tax-free exchange
• Low-income housing credit
• Small business stock rollover

For Businesses:

• Home office deduction
• Keogh plan
• SIMPLE plan
• SEP
• 401(k) plan
• First year expensing of business equipment
• Year-end bonuses
• Bad debt write-off
• Disabled access credit
• Other business tax credits
• Tax-free exchange