Personalized Services for Individual & Business Clients
Kelsey Head & Richard Tyler have served clients across a variety of industries including Real Estate, Oil & Gas, Private Client Services Manufacturing & Distribution, Technology, Agribusiness and Health Care. Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we can offer our clients personalized quality service. Below, we have listed the services we provide to our clients and a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Strategic Tax Planning
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies to adopt new tax laws and legislation.
Business & Individual Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and reduces or eliminates the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved competence that can ensure our clients are properly represented before the various federal and state tax agencies.
Outsourced Accounting
Meaningful, well-organized financial records ensure that your business operations will run more efficiently daily and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping services.
As a business grows, it must hire more employees, resulting in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all the required payroll tax returns on time.
Business Entity Selection & Tax Structuring
Choosing the form of entity of your business (e.g., "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and reduces or eliminates the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.