Services:


Custom Tax $ Business Services provides a wide range of services to individuals and businesses in a variety of industries. We try to meet each client's specific needs in planning for the future and achieving their goals in whatever way possible.

Our professional services include

•Tax Management Services
•Financial and Retirement Planning
•Bookkeeping/Write-up
•IRS Representation
•Payroll Services
•Accounting Services
•Estate Tax Preparation
•QuickBooks Accounting Help and Assistance
•Entity Selection and Restructuring
•Cash Flow and Budgeting Analysis


Tax Management Services:

Custom Tax $ Business Services have highly trained agents that guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to obtaining your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as ever changing tax laws. We are knowledgeable and up to date on tax laws and can organize and make sense out of your receipts, bills, expenses and notices.

 

Accounting Services: 

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.  Accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation

 

Bookkeeping/Write-up and Payroll Services: 

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.  Accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

 

IRS representation: 

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with Custom Tax $ Business Services can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you, as well as going through past years and organizing documentation up to the current year.