- Tax PlanningThis segment of financial guides is dedicated to strategic tax planning for business owners. Can you save more? We think so.
- Charitable GivingIt’s a good idea to keep the records that support items on your individual tax returns until the three-year statute of limitations runs out. Examples of supporting records include canceled checks, charitable contributions receipts, and documents showing your mortgage interest payments and retirement plan contributions. These documents may also support an amended tax return if you find you overlooked something.
- IRS Representation
- Tax ServicesHaving a professional to assist you in providing client accounting services, accounting, and tax services frees you to do more of what you enjoy, and empowers you to do more with your business.
- Roth IRAThe IRS requires you to keep copies of Forms 8606, 5498 and 1099-R until all the money is withdrawn from your IRAs. It’s even more important to retain records of all transactions relating to Roth IRAs, in case you’re ever questioned.
- Tax Deductions
- Income TaxPreparing your own income tax return can be a task that sometimes leaves you with that nagging wonder about whether you did it well or not. It’s easy to overlook deductions and credits to which you are entitled, and rules can be complicated, sometimes making even simple returns confusing. These are the times when software programs just cannot substitute for the experience of a tax professional.
- Tax Return PreparationGet off to a strong start. We can help to make your business plan stronger by assisting in the development of the financial components of the plan. We can also help you to understand the tax treatments available based on the form of business that you choose, and guide you in making a choice that makes sense for you. And, once your business is ready to go, we can design your business accounting system, and even provide ongoing support with services designed to fit your needs. Are you adding employees? Are you seeking funding from a lender or investor? From Client accounting services and payroll, through adjustments and closing, financial statements, management consultations, and tax return preparation, we can help.
- Bonds
- Accounting ServicesTony has done our bookkeeping, payroll, and personal and business taxes since 2010. He is very thorough, professional, courteous and always follows up with any questions I may have. His accounting and tax guidance have been instrumental to navigate details and make good decisions which has helped our small business grow over the last 12 years. I highly recommend Tony without reservation.
- Payroll ServicesSmall business owners spend hours each month performing payroll functions, hours that could be spent serving customers, expanding sales, or developing products or services. Our payroll services are customized to fit the needs of your business operations, and can help you to meet all legal and IRS requirements without the worry and stress and wasted hours of doing it yourself. From direct deposit to tax remittance and reporting, our payroll solutions are designed to be time-saving and cost-effective, simplify payroll tax filing, and allow you to focus on doing what you do best.
- Bookkeeping Services
- Financial PlanningIn this revised and expanded edition of one of the biggest-selling financial-planning books ever, David Chilton, president of Financial Awareness Corporation, shows readers how to achieve the financial independence they've always dreamed of. With the help of his fictional barber, Roy, and a large dose of humor, Chilton encourages readers to take control of their financial future and build wealth slowly, steadily, and with sure success.