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Learn More About Our Services


Tax Preparation Services

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Online Tax Preparation - Individuals

If you would like to use the online Tax preparation you will need to email or fax the documents to me and fill out the E-Organizer for current clients and the Online Tax Organizer for new clients.It will speed up how quickly we can get your tax return back to you and will lower the cost of preparation.

Tax Organizers

New clients are able to fill out an online tax organizer and Current Clients can use the E-Organizers.Clients can choose to have their taxes done online or schedule an appointment.When coming to a tax interview it helps us if you are prepared with documentation. It will speed up how quickly we can get your tax return back to you and will lower the cost of preparation.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Individuals

A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed. We specialize in all State taxes and Puerto Rico State Taxes, Border Patrol, Military, and Military Reserve tax preparation.


Accounting Services

Bookkeeping

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support a major accounting program - Quickbooks.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholding's of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.Online Paycheck calculations and Direct Deposits for your employees available. - Monthly Charge Applies

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

FREE Client Workshops

Business SeminarsBeginning Business SeminarsIndividual Tax Changes Seminars

Accepted Payments

We accept Cash, Check, Visa, Mastercard, and Discovercard.

Send Us a Message

We would love to hear from you!

801-528-4554 evanstax.lisa@gmail.com

Get clarity on your tax and accounting situation