Our Services
CLIENT FOCUSED APPROACH
INDIVIDUALS
Maximizing tax savings in the current year combined with tax planning is essential for growing families, entrepreneurs, and independent professionals. The tax returns we typically prepare for federal and all states include:
- Schedule A – Itemized deductions
- Schedules B & D for investors, including reporting of cryptocurrency trades.
- Schedule C for clergy, sole proprietors & independent contractors
- Schedule E for rentals and royalties
- Schedule F for farms
- International and expatriate taxes
SMALL BUSINESSES
As a small business ourselves, we know first hand that time is a valuable asset and the need to focus more on income generating activities and less on administrative activities. We offer a variety of services designed to meet your specific needs.
- Assistance for start-ups: from establishing your LLC with the Iowa Secretary of State, registering with federal, state and local agencies, obtaining permits and advice how to structure your business.
- Full or partial bookkeeping, accounting and payroll services, including direct deposit.
- Financial statements: Profit & Loss (Income Statement) Balance Sheet, Cash Flow Statement
- Tax preparation and electronic filing for Sole Proprietors, Partnerships, S Corporations and C Corporations.
- W-2 and 1099 preparation and electronic filing
NON-PROFITS
We provide customizable services to help your organization control cash flow, manage reporting requirements and be compliant with regulatory agencies. We offer:
- Full or partial bookkeeping, accounting and payroll services, including direct deposit.
- Financial statements: Profit & Loss (Income Statement) Balance Sheet, Cash Flow Statement
- Preparation and electronic filing of Form 990 Return of Organization Exempt From Income Tax , as well as Form 990-N and Form 990-EZ
- Preparation of budgets and reporting of Budget vs Actual Expenditures
- Analysis and recommendations for better internal control and segregation of duties.
- Ability to track and report funds, grants and donations by source.
