tax & accounting services

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Tax Services

Individual

Form 1040

Schedules A & B

Secure client portal

One in-person or zoom

meeting (optional)

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Business

Form 1120, 1120S, or

1065

Asset depreciation

schedule

Secure client portal

One in-person or zoom

tax meeting (optional)

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Other

Non-profit Income Tax

Return

Trust Income Tax

Return

Gift Tax Return

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Tax Add-On Services*

Business Schedules C, E, or F
Child’s tax return (under age 18)
Multiple state returns (individual)
Rush of tax return filing
Non-profit – IRS Tax-Exempt Application
Additional tax planning & projections
Bookkeeping services – (QuickBooks, payroll tax, sales tax, etc.)

*Fees may be more than listed due to the time involved and fees are subject to change

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Bookkeeping Services

Tailored to Your Needs:
Transactions recorded in QuickBooks* Online
Accounts reconciled in QuickBooks* Online
Payroll tax services/reports
Annual occupational license renewal
Secure client portal
Support from a Certified QuickBooks* ProAdvisor
Unlimited accounts to be reconciled.
Unlimited employees for payroll tax
Monthly sales tax reports
Year-end 1099, W2 tax form

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Bookkeeping Add-On Services*

Payroll tax reporting
Sales tax reporting
Business startup package
QuickBooks consulting
AgriPlan/BizPlan reporting (IRS Section 105 Plans)
Occupational license renewal & application
Business Audit Assistance
Worker’s compensation audit/reporting
See Tax Services menu for income tax return add-ons and tax planning
Year-end 1099, W2 tax form

*Fees may be more than listed due to the time involved and fees are subject to change

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Financial Planning

Discover personalized financial planning packages designed to help you secure your future – let’s uncover your financial goals together!

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