Balance in business... in life!

WELCOME!

TAX, ACCOUNTING & CONSULTING SERVICES – We understand that no two individuals, or businesses, are the same. We desire to know your personal and business goals, and help you attain them. While we have summarized a list of our accounting, consulting and tax services for your review, we embrace the “service” aspect of working with you and your organization.

YEAR-END TAX STRATEGIES & PLANNING –  We have provided some discussion on the more common strategies that may assist you with your year-end tax planning. Remember that you are unique and that not all your planning opportunities may be listed. Please let us know if we can develop a strategy that will best meet your specific situation. Read more…

 

HUMOR & TAXES – I have a client who farms… and produces fish… and writes books… and does a bit of almost everything. He is smart and witty. At tax time, our review of income and “deductible” expenses can be very entertaining. He surprised me a few years ago by including a whole chapter in his new book dedicated to our client-CPA dialogue, even titling the book after this infamous chapter. With Jim’s permission, I’ve posted the entire chapter. Read more…

TAX ORGANIZERS & QUESTIONNAIRES –  We mail customized Organizers and Tax Questionnaires to our clients each year to help guide in gathering the information we need to prepare the tax returns. These tools will help give us a better understanding to more accurately prepare the tax return and to discover tax saving opportunities. Because situation may have changed, additional Organizer pages are available to down load should they be needed (see  applicable “Tax Organizer” page ).