In addition to tax preparation we also offer the following services:
Tax Projections -
projections are useful when you have an event or sudden change in your income. At any time during the year, we can estimate
you tax liability to see if you are overpaid or underpaid. If your income is uneven, we recommend a mid-year and a end of
the year projection. This allows you to budget for your taxes proactively rather than be surprised at tax time.
This calculation is useful to determine
if you are withholding enough from your paychecks. Using the most recent paycheck stubs, we can determine your exemptions
needed to break even at the end of the year. You never want to have a large refund ( free loan to the IRS) nor a large liability.
Tax planning -
planning is useful if you are aware of an issue that will effect the current or next year. You may inherit an IRA or have
stock options vesting. Rather than worry - have a plan that works for you.
This service is useful in many aspects.
It can help you realize where you are spending your money. Does it always seem to disappear? This is useful in budgeting and
in getting debt free.
This service is personal bookkeeping and bill paying for
either a person or family. We have clients that travel and wish someone to take care of the bill pay and report back to them
monthly via bookkeeping reports.
is a concierge service were we provide bookkeeping and bill pay for a family member. Often it is parents. We provide reports
of income and expenses back to the parent and/or to the children. This allows everyone in the family to be informed about
the finances and everyone is comfortable that everything has been accounted for by a independent third party. It also provides
peace of mind that money is were it is supposed to be and no fraud is taking place.