If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Jane can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family’s future.
Tax Planning & Preparation
Paying taxes is not on the top of the list of favorite things to do, but it is our responsibility as an American citizen to pay our fair share of taxes. We do not have to pay more than our fair share and we are here to help you estimate your current tax liability and help with decisions and planning to minimize your taxes. We will work for you to take advantage of every legal deduction and credit that is available to you.
Owing the government money is very stressful and intimidating. We can help you resolve your tax issues. We work closely with our clients to determine which options would meet their needs the best. There are several ways to resolve your tax issues:
- Streamlined Installment Agreement
- Installment Agreement
- Economic Hardship
- Offer in Compromise (settling your tax debt for less than you owe)
Our firm has been successful in each of these areas. If you need help, do not hesitate to contact our office for more information.
Individual (Federal and State) Tax Preparation
Regardless of the type of income you have, farming, rental property, retail sales, professional services, or W-2 income we can prepare your tax return with expertise and efficiency. We provide our clients with free electronic filing and free direct deposit of refunds. Electronic filing and direct deposit will get you money to you quickly at not additional cost. IRS has significantly enhanced the e-file and direct deposit system providing a quick turn around of 10 days or less of tax refunds for over 90% of our clients. We are open year round provide our clients with assistance in all tax matters throughout the year, not just at tax time.
IRS and State/Local Representation
Have you received a letter from the IRS or state? Do you owe past due money or have you been selected for an audit? These issues can be intimidating when you go at it alone, let us help. We can review your notices to determine if you owe or not. We also can represent you before the IRS.
Corporate and Partnership Tax Preparation
We prepare with expertise Corporate and Partnership Federal and State tax returns, Businesses face many unique situation and opportunities as a result of owning and operating your own business. We can help you organize your information and prepare an accurate and timely return, ensuring you pay the least amount of taxes you are legally obligated to pay.
Estate & Gift Taxes–Federal and State
706, 709 and 1041 Tax Returns–We can work with you and your attorney to ensure all federal and state income and estate tax obligations are met and all necessary returns are accurately and timely filed in the event of a family death. For lifetime gifts, we can help with planning the timing and makeup of these gifts that ensure the most efficient results are achieved for income and estate tax purposes. We will also prepare the gift tax returns, accurately and timely.
Nonprofit Organizations Taxes
We can help your organization file for and receive nonprofit status from IRS and then assist with making sure all required annual tax returns are filed. we will help you stay in compliance with state laws regarding entities that solicit tax deductible contributions from the general public.
Accounting & Bookkeeping Services
Affordable Accounting and Tax Services, LLC provides a full range of accounting and bookkeeping solutions and services. We can perform all accounting and bookkeeping services for you and your business at a fraction of the cost of hiring a full-time bookkeeper. Whether you need full-time bookkeeping services or you need help in reviewing your accounting records, we can help. We provide bookkeeping services on a daily, weekly, monthly, or quarterly basis depending on the client needs. We can help you set up a manual or computerized bookkeeping system and produce full accounting records. This allows you to spend more time managing your company and seeking ways to help it grow and prosper.
We will review your financial records monthly or quarterly and provide advice on cash flow management, budgeting, lease vs. buy decisions, and tax planning. We will compare your business results of operations with other similar businesses and let you know if certain expenses are too high, compared to other similar businesses.
Services we provide, bank reconciliations, preparation of all general journals, general ledger, financial statements and payroll records. We also provide
accounts receivable processing where we produce invoices and/or statements for you for your customers and accounts payable processing where we will pay your bills when due.
Many people will pay penalties and interest for late filing and payments of payroll taxes. Let us save you money by preparing your payroll, quarterly payroll reports and payroll tax deposits. We can process payroll checks or provide direct deposit payroll for employees making payday hassle free.
QuickBooks Set-up and Training
We are also certified consultants for QuickBooks, the top-selling small business accounting software program. Our staff is trained to assist you in setting up your books correctly from the start and can continue to help you with questions or problems that arise in day to day activity. We can provide on-site assistance, telephone assistance, and even remote assistance through the Internet if you have high speed internet access. Remote assistance technology is built into QuickBooks, and utilizing third party vendor software, we can access your computer from our office and work on almost any software application or system problem, making support easier, quicker and more cost effective for everyone!
Business Consulting Service
How do I set up my business? This is a common question that we can help with. There are several choices of entity selections you can make depending your situation. We can provide guidance in how to set up your business entity to take advantage of your specific situation and legal and tax regulations. We can help you choose the one that is right for you, corporation, partnership, sole proprietorship, or limited liability company.
Tax reporting requirements and employment issues can be overwhelming. We can help relieve some of the pressure by helping you understand issues such as employee vs. independent contractor, minimum wage, workers compensation, and requirements and deadlines for tax reporting.