Services

 Tax Services

Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations (both S & C), and partnerships. 

Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law

Sales Tax Services

Our firm prepares all sales tax filings.

IRS Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS.

Bookkeeping/Write-up

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow And Budgeting Analysis

Our firm offers expert cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Often, these value-added services are indispensable.

Incorporation And New Business Analysis

Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose.

To assist you in your choice of entity, request your free copy of the "Business Entity Comparison Grid" by sending and email to: tpetersen@satx.rr.com.  Type "Comparison Grid" on the subject line.

Employment Benefit Plans

Our firm can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance. We can help you weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance, and health insurance plans.

Financial Statements

We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business’s full profit potential.

College Planning

We also offer help in planning for college.  This includes helping you find the right college as well as funding college costs.