Alan Mickelson
Tax, Accounting & Consulting Services
HOW CAN WE HELP YOU?
As a full service accounting firm, a wide range of business and individual tax and accounting options are available to clients.
What We Do
01
STARTUP ENTITY FORMATION AND PLANNING
02
QUICKBOOKS ACCOUNTING SERVICES
03
BUSINESS EXECUTIVE OUTSOURCING
04
TAX PREPARATION
05
SALES & USE TAX COMPLIANCE
06
INDIVIDUAL TAX PREPARATION
07
& MUCH MORE
Startup Entity Formation & Planning
Selecting the right type of entity to form is a critical first step when starting up a new business. Careful planning is necessary to review the company goals, types of owners and future expansion expectations. Intending to go public or secure venture capital will likely result in the creation of a C-Corp., rather than an entity that passes income to the owners such as an S-Corp.
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QuickBooks Accounting Services
Many companies do not have a full time bookkeeper on staff. One option for ensuring that the books and records stay current is our QuickBooks Accounting Services. From monthly bank reconciliations and financial statement preparation to single annual review for tax purposes, these services can reduce the accounting workload and allow business owners to focus on core tasks.
Business Executive Outsourcing
Many companies wish they had a CFO, but really only need one on a part time basis. In these cases, Business Executive Outsourcing could be the answer. Tailored solutions can provide any level of assistance needed to help with financing, facility expansion, major asset purchases and more.
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Tax Preparation
Each business entity has its own set of unique tax complexities to deal with and is required to file an annual income tax return. From individual sole proprietorships who need a Schedule - C for their personal return to Consolidated Corporate groups, making sure to stay compliant with tax obligations is crucial to running a business.
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Sales & Use Tax Compliance
Depending on the amount of tax collected, sales tax returns may be due as often as monthly or as infrequently as annually. As a business expands and starts selling products in new jurisdictions, it is important to determine if a new tax rate or filing obligations are applicable. Staying current on all sales and use tax compliance obligations is critical to avoid paying penalties and interest for failure to file returns on time.
Individual Tax Preparation
While most everyone understands their requirement to file an annual tax return, not everyone wants to spend time monitoring frequently changing the tax laws. As incomes rise, so does the level of complexity involved with preparing a return. Having a trusted advisor to identify opportunities and pitfalls is one way to ensure compliance requirements and financial goals are met.