Accounting in the New Era

You see their flashy ads each year for a low priced, do it yourself approach to prepare your taxes, but after April they disappear until next January. Our approach is simple, we get that you’re busy and want to make the process as easy as possible. You have the option of meeting with us in person or uploading your documents via a secure link to us. We communicate with you on your schedule to prepare your taxes. We will ensure that your returns are in full compliance, prepared accurately and on time taking the stress and hassle out of this process.

We’ve all seen those TV shows where investors ask business owners about their numbers and they don’t have a clue. Unfortunately, many small businesses think that they’re “too small” to need this and that’s the problem. From the start a business should have proper and up to date bookkeeping so they know how they are doing and can make necessary changes. Having an up to date set of books, allows you to see your margins, where you are spending to much and allows you to make any necessary changes to keep your business growing. Let us handle the books, while you run the business.

Receiving a letter from a tax agency can be very scary and nerve-wracking. We will assist you with reviewing the letter, communicating with you our response and strategy and handle the process for you. Should the letter require in depth assistance or a meeting with a tax agency representative, we’re there to help and represent you. Don’t go at it alone.

Nobody likes to overpay on anything, especially with their taxes. As part of our tax planning, we dig into your personal and business transactions and activity to ensure that you are taking every legal deduction out there and are taking advantage of credits or deductions you weren’t aware of. On average, we find approximately $7,000-10,000 in tax savings for our clients when they plan ahead. You work very hard for your money, why not keep every dollar that you legally can?

After saving as much as you can with your taxes, you now need to plan and budget what you can use that money for. Life goes by quickly and before you know it your expenses increase much quicker than you thought. Setting up a plan to ensure that you can reasonably afford things you want can be a huge stress reliever. We work closely with advisors to ensure you are on track for retirement and have your family’s finances in order.

Events outside of tax preparation comes up at any time during the year, whether its marriage, divorce, a new child, a business opportunity, etc. We are here to help throughout the year, not just during tax season. Search engines aren’t a replacement for that personal touch we provide. Go ahead, ask us that question you have and let us answer that for you.