LifeTime Tax Management
You don’t have to be a tax expert—that’s our job.
Providing a blend of personal service and dedicated expertise,
we offer a range of accounting services for business and individuals.
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Today’s tax laws are complicated. Even filing a relatively simple return can be confusing—it is just too easy to overlook deductions and credits.There’s no substitute for the assistance of an experienced tax professional.
When we file your individual return, know that your tax return will be checked by our staff and then rechecked by our computer software. Your tax return will be filed electronically, so you will get a refund back quicker. And we will show you potential deductions to limit your tax liability for next year.
If you are a business owner, we can review your current set of books to prepare the balance sheets and the profit and loss statements that are needed when we prepare your tax returns.
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year and prepare a full Schedule C as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape for the upcoming year.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We’re here to help resolve your tax problems. Working with the IRS can be challenging and frustrating. We pride ourselves on being very efficient, affordable, and of course, extremely discrete.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We can help you setup and maintain your non-profit organization’s tax-exempt status by handling all the IRS reporting for you.
At times you may need a trained outside professional to evaluate your company’s operations to determine if the appropriate controls are in place. Let us assess your internal control systems to determine the efficiency and effectiveness of your operating procedures.
QuickBooks Setup and Tuneup
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly, or let us know if you need a tuneup before preparing your books for tax time or a financial review.
QuickBooks Training and QuickAnswers
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.With QuickAnswers, employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.
New Business Formation
Opening your own business is exciting. Let us help you avoid the common pitfalls that some owners make when starting their new ventures.