Client Services

Small Business Services

Tax Return Preparation

Representation before the IRS

Tax Planning

Financial Planning
Other State Tax Return Preparation

Relocation Tax Issues

Small Business Services
Our niche is small business.  We will customize our services to meet your individual needs whether it’s onsite, in-house, or by remote access.  We will work with you to come up with a plan that best suits your company’s needs.  We are qualified to help you with:  

·         Bookkeeping

·         Payroll processing and reporting

·         Sales tax reporting

·         1099 reporting

·         Reviews and compilations

·         Business start-up

·         Business planning

·         QuickBooks, Peachtree, and MYOB software set-up and training

·         Financial statement preparation for internal, banking or third party use

 

Tax Return Preparation
We are experienced in all facets of tax preparation, including filing individual, small business, partnership, non-profit and estate returns. We will ensure that you consider all of your legal deductions so you realize your full tax benefit. Our comprehensive interview techniques and computerized return preparation process ensure that your return is complete, correct, and presented to you in a timely manner.

·         Individual

·         Corporate (including LLC/LLP)

·         Partnership

·         Non-profit

·         Estate, Gift, and Trust

·         All 50 States

Representation Before the IRS
Are you having a problem with the IRS or the state? If you owe past due money, receive puzzling correspondence from the IRS, or if your return has been selected for an audit, we are fully qualified to assist you before the IRS or the Franchise Tax Board. We specialize in Collection and Appeals representation.

Tax Planning
We can help structure your transactions to minimize the legitimate amount of tax you pay. Through careful evaluation, we will assist you in planning your tax obligations for the entire year so there won't be any surprises at tax time. We're also on hand to explain the tax structure so you know where your money is going. We are well equipped to ensure you gain the full benefit of your deductions through our intensive continuing education and training.

Financial Planning
Have questions about saving for the future?  Want help determining and setting your short and long term financial goals?  Thinking about investing? We can help you plan:

·         Retirement

·         401 (k)

·         403 (b)

·         College savings and education funds

·         Estate planning

·         Money purchasing plans

·         Profit sharing plans

·         Optimize your employee benefits

·         Create an Emergency fund

·         Get your appropriate legal documents in place

·         Control your credit and interest rates

Other State Tax Return Preparation
Our office is experienced in preparing returns for all states in the U.S.  Located so close to the Minnesota Wisconsin border, we are also experienced preparing multiple state returns, in conjunction with taxpayers relocating or working outside their state of residence during the year. Properly prepared state returns can avoid serious repercussions at a later date.

Relocation Tax Issues
Our office specializes in tax problems associated with relocations from state to state. In addition to being experienced in preparing returns for all states, we specialize in home sales, moving, pension rollovers, part year and non-resident income allocations for the various states.

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