| Tax Preparation |
| We have devoted a large portion of our practice and resources to gain a high level of proficiency and expertise in the preparation of tax returns. Along with a current expertise in many areas we have the ability and skills to research specialized and specific areas of the tax law to find the right solutions for our clients' individual and specific needs. The types of returns that we prepare include the following.
*Individual - Form 1040
*Corporation - Form 1120
*S Corporations - Form 1120S
*Partnership/LLC - Form 1065
*Trust/Estate Income - Form 1041
*Estate - Form 706
*Gift - Form 709
*Non Profit - Form 990
We also prepare state and local tax returns for our clients that have such filing requirements. |
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| Financial Statements |
| We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall personal or 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. |
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| Audits, Reviews and Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use. |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Don Safstrom is a Certified Financial Planner. If you have questions or needs in this area please contact him. |
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| Bookkeeping/Write-Up |
| 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. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. |
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| Notary Public |
| We have a Notary Public on staff and we are happy to notarize up to five documents/signatures to our existing clients as a complimentary service. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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