Everything this practice does, in one list.
A full-service accounting firm licensed in Kansas. Thirty-two lines, grouped four ways: individuals, business, tax and IRS problems, and QuickBooks.
For individuals
Protecting your personal assets has never been more important. These services safeguard you and your family and make the most of what you have already earned.
- 1Personal financial planningA plan for the money you have, the decisions in front of you, and the people who depend on both.
- 2Personal tax preparationYour federal and Kansas returns prepared and signed by the CPA who reviewed them.
- 3Personal tax planningDeductions and credits identified before the year closes, not after it.
- 4Accounting for personal assetsRecords kept so that a life event, a lender or an auditor does not become a scramble.
Federal and Kansas returns are prepared and signed by the CPA who reviewed them. Bring last year's return if you have it; if you do not, that is workable too.
For your business
Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits.
- 5Small business accountingBooks kept current, bank accounts reconciled, and a profit and loss and balance sheet you can actually read, with a consultation to go through them.
- 6PayrollPay runs, deposits and filings on the schedule the agencies expect.
- 7Audits, reviews and compilationsThe level of assurance your lender, board or franchisor is asking for, and no more than that.
- 8Bank financingStatements and projections prepared in the form a Kansas lender expects to receive them.
- 9Succession planningThe arithmetic and the paperwork behind handing a business to family, a partner or a buyer.
- 10New business formationEntity choice, registrations and an opening set of books, from the first day rather than the first audit.
Most business engagements start with the same question: does the current set of books agree with the bank, and with the last return that was filed? Everything else follows from the answer.
Tax and IRS problems
Do not pay more in taxes than you have to. And if the mail has already started arriving, this is the part of the practice that answers it.
- 11Tax preparationFederal and nearly all applicable Kansas and local returns for individuals, small businesses including LLCs and LLPs, and trusts and estates: Forms 1040, 1041, 1065, 1120-S and 1120.
- 12Tax planning
- 13IRS audit representation
- 14Non-filed tax returns
- 15Back taxes owed
- 16Payroll tax problems
- 17IRS liens
- 18IRS levies
- 19IRS wage garnishment
- 20IRS seizures
- 21Offer in compromise
- 22IRS payment plan
- 23Bankruptcy
- 24Innocent spouse relief
- 25Get your IRS file
If a notice has arrived, telephone the office rather than emailing. Most of these have a response window printed on the letter, and it is shorter than people expect.
QuickBooks
There is a reason QuickBooks is the number one business accounting software. These services put it to work properly instead of leaving you to guess at it.
- 26Why QuickBooksAn honest read on whether it fits how your business actually runs.
- 27QuickBooks setupA chart of accounts and an opening balance that will still make sense in three years.
- 28QuickBooks trainingSat down with the person who will be using it.
- 29QuickAnswersA question answered without opening a project.
- 30QuickBooks tips
- 31QuickTuneupA file that has drifted, brought back into agreement with the bank and the returns.
- 32Buy QuickBooks and save
A QuickBooks file that has drifted does not need replacing. It needs the accounts, the opening balance and the reconciliations brought back into agreement, and the person using it shown why it drifted.
Describe the situation and it gets sorted here.
Nobody arrives knowing whether their problem is line 14 or line 21. Telephone the office, say what happened and what the paperwork says, and the right line gets picked on this end.
