Tax & accounting services
Professional, personalized services for individuals and small businesses throughout the greater Fort Wayne area
Individual tax preparation
About this service…..
Ideal for:
Families & W-2 employees
Retirees
Students & Teachers
Realtors & Real Estate Investors
Solo Handyman & Service Providers
Freelance Designers
Trucking Owner-Operators
Side-Gig Earners
Includes:
- Federal & State tax returns
- Direct deposit of refunds
- Maximizing deductions and tax credits
- Year-round support
- Direct access to your accountant
- IRS & State notice assistance
- Amending or missed prior year returns
Small Business tax services
About this service…..
Ideal For:
S-Corps, Partnerships, & Sole Proprietors
Start-up Businesses
Retail & Restaurant Businesses
Real Estate Companies
Trucking Companies
Contractors & Service Providers
Marketing & Graphic Designers
Counseling & Healthcare Practices
Engineering, Finance, & Professional Firms
Dealerships & Automotive Services
Includes:
- Federal & State tax filings (1065 / 1120S / Schedule C)
- Multi-state filing support
- Evaluation of business nature/operations for maximizing deductions
- Compliance guidance
- Owner distributions and basis review
- Fixed asset and depreciation expense tracking
- IRS & State notice assistance
Bookkeeping & Compliance
About this service…
Includes:
- Quarterly, monthly, or bi-weekly bookkeeping
- Lower volume annual clean-up and financial statement preparation
- 1099 & W-2 filings
- Sales tax filings
- Tax agency correspondence
Tax planning & Consulting
About this service…..
Includes:
- Future tax reduction strategies
- New business setup guidance
- Entity selection
- Retirement & self-employed planning
- Estimated payment calculations
