Business and Tax Services

Business and Tax Services

In addition to planning and preparation for your personal income tax needs, we also assist in the management and administration of your small business’ financial situation. This includes services for sole-proprietorships, LLCs, Partnerships, S-Corps and C-Corps. 

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PERSONAL INCOME TAX PREPARATION

Having significant tax experience in our office, we are able to provide comprehensive services to prepare and file your personal tax returns. We also take into account any tax projection needs throughout the year to ensure that your liability is known before it is due. 

FINANCIAL STATEMENT DEVELOPMENT

  We assist in helping our clients compile financial statements that are accurate and provide relevant information for your small business decisions. We guide small business owners to help them understand and properly record transactions. 

FINANCIAL STATEMENT ANALYSIS

 We have the expertise to assist our clients in understanding what their financial statements are telling them. Many companies struggle to have useful financial statements to assist in making managerial decisions. Often, owners don’t understand the true health of their company. This is a vital piece, not only to the business, but for managing how wealth flows from the business to client personal financial plans.  

ENTITY TAX PREPARATION AND COMPLIANCE

 We will ensure that all of your company’s state and federal income tax returns are filed on time. Insights gained from our financial statement analysis procedures throughout the year will assist us in identifying tax savings techniques to reduce your overall tax burden.