Our Services

Bookkeeping

Monthly bookkeeping services
Budgeting and forecasting
Year end adjustments and Close Out
Analyze accounts

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Consulting

Consultations
Seminars for Government finance
Risk Assessment
Draft Management

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Tax Services

Annual Filings
Quarterly Estimates computations
Sales and Use Tax
Payroll tax

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Audit Services

Governmental audits
Non Profits audits
Single audits
Attest services
Research accounting issues

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Our Quality Review

We have been providing tax compliance work and tax planning for many years. Our clients have included farmers, construction contractors, retail outlets, real estate developers, oil and gas drilling contractors and producers, banks, insurance companies, hospitals and other health care providers, individuals, estates, and trusts.

As part of this process, we constantly look for opportunities to increase wealth by reducing and postponing taxes on an annual basis and through financial and estate planning. Regardless of your stage in life, whether you are just beginning to plan your retirement or whether you are thinking of retiring, there are opportunities for planning. Please contact us if you would like to explore these matters further.

Recent News

FASB makes minor adjustments to financial instruments rules

Stakeholders have voiced concerns to FASB about various aspects of the board’s recently issued standards for credit losses, hedging, and recognition and measurement. Source: JOA News Read More here – FASB makes minor adjustments to financial instruments rules

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Personal financial satisfaction up in first quarter after market rebound

Americans’ personal financial satisfaction reached a record high in the first quarter of 2019, according to the AICPA’s proprietary Personal Financial Satisfaction Index. Source: JOA News Read More here – Personal financial satisfaction up in first quarter after market rebound

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News quiz: IRS gives a break on underpayment

Try this short quiz to review some of the news posted in the past month or so. Source: JOA News Read More here – News quiz: IRS gives a break on underpayment

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More proposed regs. on qualified opportunity funds issued

The regulations define the term “substantially all,” the definition of which was reserved in the earlier proposed regulations issued in October 2018. Source: Tax News Read More here – More proposed regs. on qualified opportunity funds issued

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More proposed regs. on qualified opportunity funds issued

The regulations define the term “substantially all,” the definition of which was reserved in the earlier proposed regulations issued in October 2018. Source: JOA News Read More here – More proposed regs. on qualified opportunity funds issued

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Can a state tax a trust based on the beneficiary’s residency?

The U.S. Supreme Court heard oral arguments in a case that will decide whether states can tax trusts based solely on the fact that a trust beneficiary lives in the state. Source: Tax News Read More here – Can a state tax a trust based on the beneficiary’s residency?

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