Bookkeeping Services
For today's small business owner, there are many record-keeping, bookkeeping and filing requirements that can be overwhelming and hard to figure out where to start.
We provide our clients with the option of monthly or quarterly bookkeeping services. With this service, we input and maintain our client's books and records while providing:
We provide our clients with the option of monthly or quarterly bookkeeping services. With this service, we input and maintain our client's books and records while providing:
- Bank and credit card reconciliations
- Profit and loss statement
- Balance sheet
- Payroll
- Depreciation & year-end closing procedures
- General ledger entries
- For Real Estate Investors and Builders: Special reports, income and expense statement broken out by property
Income Tax Services
Our parent company, Boehning & Co., offers professional tax preparation of all personal and business income tax returns for businesses, real estate property, investments or just a single W-2 employee. We maintain a strict confidentiality policy so that you can be sure that your information is in safe hands at all times, while maintaining the highest level of customer service to our clients. We will work with you in the planning and tax preparation to help minimize your tax liability.
We want to help you lower your tax liability
In order to lower your taxes, proper tax planning has to occur before the end of the year. During the course of the year, we will discuss various tax saving strategies that can potentially lower your taxes to avoid negative tax effects and to allow you to make the needed adjustments before the end of the year to help lower your taxes.
Please feel free to contact us if you have questions about the tax implications of a transaction, including the following:
Please feel free to contact us if you have questions about the tax implications of a transaction, including the following:
- Pension or IRA distributions
- Significant change in income or deductions
- Job change
- Marriage
- Attainment of age 59 1/2 or 70 1/2
- Sale or purchase of a business
- Sale or purchase of a residence or other real estate
- Retirement
- Notice from IRS or other revenue department
- Divorce or separation
- Self-employment
- Charitable contributions of property in excess of $5,000