| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements |
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| QuickBooks R Assistance |
| Our firm provides assistance with QuickbooksR software. Our hourly rate for this service ranges from $90 to $135 per hour. Ask about our first day discount. (non-tax season only). You can generate your own financial statement in one day! And, if you order checks in advance of our appointment, we'll help you print them that day. |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning |
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| Sample Fee Schedule for First Year Income Tax Clients |
Starting Prices for Taxpayers Without Business Ownership:- Homeowners with W-2s and a few 1099s $300
- Taxpayer sells their residence $400
- Taxpayer with some retirement decisions $400
- Gift tax returns $400
- Estate tax returns $3,000
- Offers and Compromise $2,000
Starting Prices for Taxpayers With Business Ownership:- Prepare 1099s $100
- Prepare government payroll reports Call to discuss
- Sole proprietorship (client provides year-end trial balance) $500
- Sole proprietorship (B&B performs necessary accounting) $750
Starting Prices for Miscellaneous/Non-Individual Tax Returns:- Corporations, not "Sub S" $1,000
- Partnership and "Sub S" corporations $1,500
- Limited Liability Companies, Single-Member $300
- Limited Liability Companies, Multi-Member $1,500
- Estates and trusts Call to discuss
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