FINANCIAL PRODUCTS 

  


TAX RETURN PREPARATION  

Federal and state tax return preparation for all taxpayers, including farmers and small business owners.  We provide tax compliance for all entities including individuals, trusts, estates, C corporations, S corporations, partnerships, and gift tax returns.

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

FINANCIAL WRITE-UP

We 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.

Key Benefits:

  • Customized financial reporting as needed
  • Timely reporting to provide an accurate financial picture
  • Seemless 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 the tax law changes beginning in 2001.  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

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 contractore.

Key Benefits:

  • Accurate calculation of federal and state withholding
  • Timely reporting to taxing authorities
  • Seemless integration for year end reporting