Services Geared to YOU
At Advantage Tax & Financial Services we offer the personal service that makes our clients feel like family. Our family owned company will give you the personalized options you deserve and offer you the same services and knowledge that you expect from a large firm.
Our services include:
- Accounting/Bookkeeping
- Business planning
- EA on Staff
- Estate & trust planning
- Notary Public
- Payroll services
- Tax Preparation for individuals and families
- Tax preparation for Businesses, Estates and Trusts
- Tax planning for today & tomorrow
Accounting/Bookkeeping
Is your company growing too quickly to handle all the bookkeeping in office? Look no further than Advantage Bookkeeping to provide the knowledge and support you need to ensure your company will run smoothly as you continue to grow.
Business Planning
We offer in depth knowledge over a multitude of industries. We offer personalized plans for each business that we meet with and stand with you throughout each step of the business process. We work to know everything about your business and industry in order to continue to keep your company on the path to success. We can also advise on what business entity is best for you.
Business Entity Selection
The business entity - LLP, LLC, sole proprietorship, partnership, corporation, etc. - that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
EA on Staff
Have you ever had an issue with the IRS and didn’t know the questions to ask? Linda is an Enrolled agent and that gives her the ability to speak with the IRS on your behalf and help get you any answers or resolve any issues that you may have.
Estate & Trust Planning
Estate planning is important to everyone. We work with our clients in order to lay out a plan to ease the burden on your loved ones. We work with you and any legal advisors that you may have in order to position your estate in a way that not only minimizes taxes but can also take the burden and concerns from your heirs.
Notary Public
We offer notary services, please call our office to arrange a time to have your signature witnessed and documents notarized.
Payroll Services
Each and every year changes take place in the laws and regulations of the country, your state or your locality and that can create an unnecessary burden on business owners. We analyze these changes each year and we can help you to plan ahead regarding any changes that may affect your company.
Tax Preparation
Our firm takes pride in our 40 years of experience in tax preparation. We are up to date with the changes in tax law as they happen and have an in-office process that works to ensure that you are taking advantage of every deduction you deserve. Our preparers participate in many hours of study and classes each year. We have several staff members who review each return and make sure that your return is accurate and completed timely. We are experienced in working with clients who have stock sales, rental properties or are self-employed.
Tax Preparation for Businesses, Estates and Trusts
We can prepare all types of returns: partnerships, corporations, estates and trusts. Please call for a complimentary consultation.
Tax Planning for Today AND Tomorrow
Tax planning goes beyond the simple tax year. We work with our clients to conduct mid-year and sometimes even quarterly reviews to make sure your tax withholding and/or estimated tax payments are enough to cover your tax liability. At this time we can also review your 401(k), other investments, Social Security coverage and life insurance needs.