If You Are...

• Someone with a business idea.  We can assist in choice of entity and many other areas, including explaining all of the tax and reporting requirements as well as being the accounting department on an “as needed” basis for startup businesses.  
   
• Someone with an existing business that has outgrown their living room/garage.  We can assist with the bookkeeping that has become too much.
   
• Someone getting married.  Taxes can get much more complicated when two wage earners join together.
   
• Someone getting divorced.  It may not make sense to have the same preparer for both parties.
   
• Someone who has just lost a loved one.  We can explain what needs to be done and if estate tax returns will have to be filed.
   
• Someone who has done well in life and has accumulated some wealth.  We can explain ways to help pass that wealth on to heirs and minimize the tax bite.  We explain trusts and gift taxes & provide information on why they need to talk to a lawyer about securing a will.   We can recommend someone to use to secure the appropriate investment vehicles and insurance products. 
   
• A new neighbor. We can handle part-year residence returns and multi-state filing for whatever state they used to live in.
   
• A parent with a new graduate now out on their own.  We can help you determine if you qualify for dependency exemptions, and if it is better to take the exemption or let the child take it.

We handle:

• Business licenses, gross receipts, and personal property returns.
• Federal income tax returns (individuals, partnerships, and corporations)
• State income tax returns (all states)
• Monthly sales and use tax reports and payments
• Quarterly estimated income tax payments (corporate and personal)
• Exempt organization information returns
• Quarterly estimated income tax payments (corporate and personal)

And if you employ anyone, including yourself:

• Federal quarterly payroll returns for withholding and payroll taxes
• State quarterly payroll returns for withholding
• State unemployment tax reports
• Federal annual payroll returns for unemployment payroll taxes
• Tracking payroll tax deposits for federal and state (weekly, monthly, etc)