If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Elder Financial Care
Being located in a retirement community long term relationships with some of our clients evolved into the realization that sometimes they came to a point in their lives where they needed help with the day to day finances. Sometimes a family member is not nearby or otherwise unable to take care of these duties. This is where we can help. We do not provide any health care services. We do set up a recordkeeping system, make your bank deposits if necessary and write checks to pay your bills and if applicable your health care providers and any related payroll tax reports. We reconcile bank statements and provide a financial report detailing these activities monthly. From there we can prepare the clients tax returns annually. We customize this service to each individuals needs, so please call us to discuss your needs in more detail.
Business Entity Selection
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals,small businesses, farms and ranches, corporations, partnerships, trusts, and estates.
Farm and Ranch Taxes
We have a special understanding of Farm and Ranch tax issues due to our own lifelong interests in that area. Alice was raised in a family dairy farming operation ran by her father and uncle. At the same time, she and her mother operated a cow-calf feeder operation with the calves from the dairy. Her grandparents who neighbored the dairy raised Angora goats as well as cattle. They also operated large gardens and a pear orchard providing products for what would today be known as farmer’s markets. Once the dairy was sold the family moved more into beef cattle and those interests are still in operation today.
So not only can we speak the language, we know the lifestyle and can see that your taxes are reported correctly and completely while utilizing your maximum deductions. and yes, we wear our jeans to work.
Estate and Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the complex process of getting your financial affairs in order.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.