Tax Preparation

Books a Mess: No Problem!

If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll refer you to a solid bookkeeper who we trust and with whom we have worked over the years. If you already have a bookkeeper or you are preparing your own books, that's great. Prior to preparing your taxes, however, we may offer suggested changes to your entries.

It's very important to have a clean set of books before you come in for your tax return appointment so please let us know if you need help. We will refer you to a bookkeeper who can assist you. Once your accounting records are in order, we will prepare a full Schedule C or other business entity return, as well as your personal income tax returns. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Here's what you get...

  • Your tax return will be checked and rechecked to identify potential problems the IRS may look at more closely and to reduce calculation errors. Your tax return can be filed electronically so you will get a refund back quicker.
  • Our staff will show you how to adjust your payroll withholding to get more money back each week.
  • We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

    You worked tirelessly taking me through a very difficult audit; then, pieced together the accounting puzzle my former business partner left behind. I would not have been able to continue operating my insurance agency without you.    

— Bill Evans, CLU, ChFC

More client testimonials

Thinking About Hiring a CPA?

If you have a business, you should have a CPA. The same is true if you have an investment portfolio of stocks or real estate. If you fall into either of those categories, the answer to "Do I need a CPA?" is Yes! Deciding which CPA to hire is a little harder to answer. Here are some questions to help you find the CPA that is right for you....

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