Think of us as a wayfinder for your accounting needs.
In an age of transparency, we’re committed to helping our clients succeed. We’re uncompromising about only one thing—service. Below are the services we offer. From working with individuals, to serving small and mid-sized businesses, our full suite of professional services helps you plan, build, and reach your financial goals.
What are your plans?
Tax Preparation and Filing
Leave “close enough” to a game of horseshoes. From business taxes to personal returns and more, we work with your numbers to make sure everything adds up in your favor come tax time. In addition, we handle monthly estimated taxes, quarterly sales taxes, S elections, CAT Tax, and 1099s.
Tax Planning
For us, tax planning is about what’s happening now, and about what’s happening next. Our proactive tax planning services help you limit your tax liability and keep more of your hard-earned money. We provide insight into new tax laws, including how they affect you and your business, support for when you need to make critical business decisions, and reviews of your previous year’s tax returns to check for accuracy and possible savings.
Bookkeeping
All we need is your office coordinates to get started. Outsource your bookkeeping, reconciliations, journal entries and more with a dedicated QuickBooks ProAdvisor. We’ll deliver monthly, quarterly or annual financial statements to help you keep better track of your business, and plan around trends and changes.
Business Advice and Consultation
Even when our work is about numbers, it’s still about people. We’re your sounding board when you need to make key financial decisions – especially when those decisions and intended results need to be spot-on. As trusted business advisors, we’re available to answer your accounting and tax-related questions when they come up, whether it’s during a scheduled appointment or an urgent call.
Training, Consulting, and Administration
Just because you’ve purchased the software doesn’t mean it’s working for you. We make sure you’ve set up your accounting software properly, review your data entry for accuracy, review your adjusting transactions, disbursements, make general ledger adjustments, and prepare financial statements.
*Plus Minus is proud to be a Certified ProAdvisor of Intuit QuickBooks.
