- Tax PlanningThis segment of financial guides is dedicated to strategic tax planning for business owners. Can you save more? We think so.
- Charitable GivingIt’s a good idea to keep the records that support items on your individual tax returns until the three-year statute of limitations runs out. Examples of supporting records include canceled checks, charitable contributions receipts, and documents showing your mortgage interest payments and retirement plan contributions. These documents may also support an amended tax return if you find you overlooked something.
- Tax ServicesThese tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
- Roth IRAThe IRS requires you to keep copies of Forms 8606, 5498 and 1099-R until all the money is withdrawn from your IRAs. It’s even more important to retain records of all transactions relating to Roth IRAs, in case you’re ever questioned.
- Tax Deductions
- Income TaxPreparing your own income tax return can be a daunting task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
- Bonds
- Accounting ServicesIf 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, 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 next year.
- Payroll ServicesOur payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
- Bookkeeping Services
- Financial PlanningIn this revised and expanded edition of one of the biggest-selling financial-planning books ever, David Chilton, president of Financial Awareness Corporation, shows readers how to achieve the financial independence they've always dreamed of. With the help of his fictional barber, Roy, and a large dose of humor, Chilton encourages readers to take control of their financial future and build wealth slowly, steadily, and with sure success.
- Retirement Planning