TAX SERVICES
We offer tax planning for all entity types
TAX PREPARATION
We prepare federal tax returns for almost all entity types, as well as all State returns
TAX PROBLEMS
We are here to assist you with tax notices, and IRS &/or state examinations
FARM TAXATION
we specialize in farm accounting and have multiple staff members with agricultural backgrounds
ESTATE & TRUST MATTERS
We assist clients with current federal and state estate and trust taxation, as well as gift taxation
BOOKKEEPING
We offer different levels of bookkeeping services, allowing us to tailor our services to fit your needs.
QUICKBOOKS
We assist clients with quickbooks setup and training
PAYROLL
Provide multiple service options to meet our clients needs
AUDIT SERVICES
We provide financial statement audits for non profit and governmental entities
CHOICE OF ENTITY AND BUSINESS ORGANIZATION
We can assist with choice of entity type, in order to maximize tax savings and limit liability.
RETIREMENT PLANNING
Can provide tax & cash flow projections for various retirement options
ADDITIONAL SERVICES
Identify and analyze the relevant factors that drive value
Reviews, Compilations, and Preparations
Reviews
A review is a more limited investigation to provide some level of assurance that material modifications to the financial statements need not be applied. Testing primarily consists of high level examination, year-over-year comparison, inquiry, and analysis. It does not examine back-up data to substantiate the financial data. A review may suffice for selected outside interests.
Compilation
A compilation presents client-supplied data in financial statement format. No assurance is provided by the accountant as no testing, inquiry, or analytical procedures are performed. This service typically serves an internal audience.
Preparation
A preparation presents client-supplied data in financial statement format, with no formal report. No assurance is provided by the accountant as no testing, inquiry, or analytical procedures are performed. This service typically serves an internal audience.’ Formatting is tough on emails, will be a separate paragraph for each service.