For Small Businesses

Your small business is your life.  Do you really know how well your business is performing?  How much tax will you owe at the end of the year?  Is your off-the-shelf bookkeeping system suffering from Garbage-In?  Do you know who will need a Form 1099 at the end of the year?  How about what needs to be included on your W-2s?

I will work with you during the year to assist with bookkeeping and tax compliance needs, to keep you informed about your financial performance, and to avoid year-end surprises. 

Services for small businesses include (but are not limited to):

• Compiled or reviewed financial statements,
• Federal and state income tax returns,
• Quarterly and annual Federal and state payroll tax returns,
• Monthly payroll tax deposit calculations,
• Monthly state and local sales tax returns,
• Annual local business license applications and personal property tax returns.

For Individual Taxpayers

Typically, "1040 clients" see their tax preparers once a year.  In an uneventful year, they usually don't need a lot of input.  But ...

Did you sell the land Grandad bought in 1954 and gave you?  What are the tax consequences?

Did you sell your home? Refinance? Buy a second home?  Will you owe capital gains tax?  What's deductible?

Do you usually get a large refund or pay a big tax bill on April 15?

What are the requirements for deferring taxes through a like-kind exchange?

I can work with you to answer questions and help with planning to avoid year-end surprises.  It's always a good idea to consult me before you make a big financial decision.

Services for individuals include (but are not limited to):

• Federal and state income tax returns (electronic filing in most states),
• Help with determining the correct amount of taxes to have withheld or pay quarterly to avoid the "Uncle Sam Savings Plan" or a huge balance due, and
• Answers to questions regarding tax and financial issues. 

For Estates and Trusts

I will work with estates and trusts to prepare:

• Federal and state fiduciary income tax returns (Federal form 1041), and
• Preparation of Federal and state estate tax returns (Federal form 706).

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This is by no means a comprehensive list.  Please contact me if you have questions about other services not listed here.