OUR SERVICES

Tax Return Preparation

We prepare tax returns for individuals, corporations, partnerships, LLCs, estates, trusts, and not-for-profit entities.

We also prepare additional tax forms upon request, such as personal property tax returns, 1099 forms, payroll tax forms, and state and local tax returns. 

Tax Planning

We are committed to plan accordingly for the year so that there are as few surprises as possible when we file your tax return at year-end.

 

We will provide estimated tax vouchers at the time we file your returns and then modify the estimates based on the most current information provided to ensure that you have paid enough taxes to not be surprised by a large tax bill at year-end. 

Bookkeeping

We provide bookkeeping guidance for clients that want to make sure that they are recording their business expenses in an accurate manner to protect them from an IRS audit.

In addition, we provide bookkeeping data entry services for QuickBooks Online users. We also provide QuickBooks Online training for clients that need help getting their records setup.

Consulting

Schedule a one-on-one consultation with Jon Lauderbaugh to receive personalized tax and accounting guidance for your business and personal finances.

We take the time to get to know your situation first. Then we will provide a wealth building strategy to ensure your financial prosperity.