Tax Returns

We prepare tax returns from information you provide. Most of our clients like to efile their returns and we provide that service. We prepare corporate, partnership, individual, and trust income tax returns as well as sales tax and use tax returns.

Writeup and Financial Statements

Most of our business clients are small. Some businesses like to work with us on a monthly basis to record deposits and disbursements. In connection with our writeup services, we offer a friendly sounding board for the owners or management. In some cases, we actually visit the client’s place of business and perform a more formal consulting service.

Payroll Processing

Since we prepare quarterly payroll reports for many of our clients on a routine basis, we may be more efficient at preparing these returns than any individual client who only sees some of these forms once a year.

Additionally, we perform live payroll where the client sends us information on hours worked and names of employees, and we compute and run the payroll checks here. Our printouts summarize payroll data as management information. In many cases, this information assists with cash flow decision-making.

Eldercare

Eldercare is the name given to a variety of services, including assisting with record-keeping for an individual’s personal finances. Whether it’s reconciling the personal bank accounts or coordinating professional services for the aging client, we tailor a program of assistance to allow the client to maintain control during aging by spelling out an acceptable plan on the front-end. In some cases, this plan involves periodic reports to a pre-selected family member who has agreed to monitor financial as well as health issues as age decreases the capabilities of the client.