Monthly Services
Is it time to let go of your books? If you are ready to devote your attention to running your business, keep reading. We will take care of your financial statement preparations including account reconciliations, and as needed consultations with this accounting package. Regular check-ins will ensure you are on track to reach your financial goals and will prepare you for tax time. We require that you retain us for tax preparation services in addition to Monthly Services. This service cannot be retained without tax filing. Here’s why: having an updated financial statement is the first step in getting an accurate tax plan and it makes tax filing go so much smoother!
Individual Tax Preparation
Our clients come to us for the convenience and satisfaction of knowing their return was completed correctly and timely. Ensuring all available tax benefits are utilized and working with you to accurately process your return will provide the peace of mind you deserve during tax time. We understand how the latest federal, state and local tax legislation and other developments affect you. We review your situation to identify ways to reduce tax liabilities. Tax planning is included for all returns. We take pride in helping clients stay organized, filing accurate returns, working to minimize tax liabilities, and business taxes.
Business Tax Preparation
Today’s ever changing tax laws are complicated. Filing what may seem like a simple return can be confusing. While AI and computer software are useful tools there is no substitute for having the assistance of a tax professional who takes the time to understand your financial mindset, goals, and gives you grace as you sort through the emotions wrapped around finances. Plus, without knowing what to ask, you may overlook deductions and credits you may be entitled to. Whether your return is simple or complex, we provide the comfort you deserve in knowing all deductions and credits have been utilized, your return has been filed accurately, and your tax liabilities have been minimized. Tax planning is included to ensure you are on track after the tax filing season is over. Monthly Services for businesses is the most beneficial and effective tax planning technique to minimize your tax liability in current and upcoming years.
