My Books My Taxes

Bookkeeping here includes cleaning up records already entered by a client or by a previous preparer, then building financial statements a business can use internally or put in front of a lender. Payroll covers issuing paychecks and filing quarterly returns. On the tax side, Form 1040 and its related schedules for individuals sit alongside C-corporation, S-corporation and partnership filings, with planning sessions aimed at future bills rather than only the year being reported. Professional services firms, real estate businesses, manufacturers, physician practices and high-net-worth individuals make up the client base described. A separate financial planning line deals with retirement, college costs and buying a house. Staff keep current through continuing professional education classes run by local chapters of national tax and accounting associations.