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TAX SERVICES

We offer tax planning for all entity types

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TAX PREPARATION

We prepare federal tax returns for almost all entity types, as well as all State returns

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TAX PROBLEMS

We are here to assist you with tax notices, and IRS &/or state examinations

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FARM TAXATION

we specialize in farm accounting and have multiple staff members with agricultural backgrounds

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ESTATE & TRUST MATTERS

We assist clients with current federal and state estate and trust taxation, as well as gift taxation

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BOOKKEEPING

We offer different levels of bookkeeping services, allowing us to tailor our services to fit your needs.

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QUICKBOOKS

We assist clients with quickbooks setup and training

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PAYROLL

Provide multiple service options to meet our clients needs

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AUDIT SERVICES

We provide financial statement audits for non profit and governmental entities

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CHOICE OF ENTITY AND BUSINESS ORGANIZATION

We can assist with choice of entity type, in order to maximize tax savings and limit liability.

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RETIREMENT PLANNING

Can provide tax & cash flow projections for various retirement options

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ADDITIONAL SERVICES

Identify and analyze the relevant factors that drive value

Reviews, Compilations, and Preparations

Accountant concept. Accountants people discussing the charts and graphs showing the results of their successful teamwork. Selective focus.

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.

Person holding bills calculating them using a pen and calculator sitting at a desk
Closeup accountant using calculator while going through bills and taxes at an office sitting at a desk

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.

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