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Insurance and Tax Services
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Tax Services for Small Businesses

Running your own business doesn't mean you have to do everything yourself. We’ll provide a comprehensive review and assessment of key tax topics related to running your business.


The Ideal Business Model

What Consultation Will Cover

The consultation will cover:

• Tax deductions and credits for your business.
• Income and expense record keeping guidance.
• General tax guidance for employees and contractors.
• Project and plan for quarterly and year-end taxes.

You need a business tax preparer who builds strong, trusting relationships by proactively working with clients and who has accurately prepared thousands of small business and personal tax returns.


Business People

What To Expect

Here's what you can expect with us on your team:

Tax Planning. Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation. Our experience, tax industry education and partnership with powerful tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, partnerships and corporations.


Bookkeeping Process

Bookkeeping. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We can help you develop a plan that addresses you bookkeeping challenges.

Sales Tax Services. Many of our clients are responsible for collecting and submitting sales taxes. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Business Consulting. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. We provide comprehensive, flexible strategies that address the issues affecting your business.