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Practice Areas

Tax Planning

 

The purpose of tax planning is to give you time to react to your current tax situation thereby minimizing your income tax liability. If your income changes dramatically, seek expert advice before it is too late to do anything about it. The best times to plan are late November, early December or when you have a substantial change in income. Businesses often benefit by meeting their tax professional quarterly as well as year end. 

There are many tools that can be utilized in tax planning, from 1031 exchanges or installment sales, to purchasing needed assets, or a multitude of other options, based on your current circumstances.

Tax Preparation

 

We prepare individual returns and business entity returns such as: partnerships, corporations, and fiduciary returns.

We specialize in farmer tax credits and deductions, Enterprise Zone credits, health care credits, and Domestic Production Activities Deduction.

Bookkeeping

 

It is important to keep organized, detailed and accurate books to assist in the preparation of your income tax return, to ensure you are able to maximize all of the tax deductions you qualify for and to assist in filing timely returns. We can provide "Management Only" financial reports to keep you informed of your financial position.

Entity Selection

 

If you are starting a business, it is important to seek professional advice first on the choice of your business entity. Every entity has different tax consequences, so it is important to look at your overall, individual tax circumstances in conjunction with your new business entity.

QuickBooks Assistance

 

Whether it is setting up a business account, chart of accounts, or just general questions, we have over thirty years of combined experience in QuickBooks.

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