Services
What We Do
Accounting Services
Accounting
Financial reporting is mandatory for most companies. If you operate a company, it is imperative to have clean books and records to produce financial statements. Financial reporting serves the dual purpose of ensuring accurate tax payments by the company and providing precise information about the company to the public, banks, shareholders, and potential investors.
Typically, your accountant will assume responsibility for this task, but as the owner of the business, it is crucial for you to have a comprehensive understanding of the process to facilitate a seamless experience. This overview serves as a starting point to help you familiarize yourself with the essentials. Consider engaging the services of a small business accountant who can guide you through your year-end reporting obligations.
Bookkeeping
Bookkeeping is the systematic recording of your company’s daily financial transactions, organizing them into accounts. It encompasses various recording techniques employed by businesses. The significance of bookkeeping lies in its integral role within the accounting process for several reasons. By consistently updating transaction records, you enable the generation of precise financial reports, providing insights into business performance. Additionally, maintaining detailed records proves invaluable in situations such as a tax audit, where thorough documentation is essential.
Tax Services
Individual Tax Services
We prepare individual income tax returns including 1040 and schedule C filers. We have many small business owners who operate small businesses that do not operate LLC or S corps businesses. We can assist in helping you form these other entities that can can help protect your assets and even help with tax savings.
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Corporate & Partnership Tax Services
Most small businesses operate under corporate or partnership or flow thru entity structures such as LLC or S corps. Every year we help businesses with there corporate and flow thru tax return preparation. We can help you setup the right struture based on your needs.Â
Estate & Trust Tax Services
Estates and trusts are becoming more accessible to more people creating wealth for future generations. We can help you setup your next grantor trust or charitable remainer trust.Â
Financial Advisory
Real Estate and 1031 Exchanges
Many of our clients are taking advantage of tax free exchanges that delay paying tax on sales and help grow wealth. Ask about our 1031 tax free exchange planning services
Financial Crisis
Protecting assets during turbulent times can provide a safety net for clients. If you have any concerns about asset protection ask us about these and other services so you have a piece of mind.Â