Tax Preparation and Planning
We provide long term, annual and mid-year tax planning and tax forecasting services. These tax strategy services are essential to the long term success of our individual and small business clients. Effective tax minimization begins with a long-term strategy. We work to understand your goals and your individual circumstances in order to make the best recommendations for ways you can reduce tax payments and increase the dollar amount you get to keep each year. We offer mid-year as well as annual tax forecasting and planning to all of our clients.
Tax return preparation and filing is our firm’s primary area of focus. Lesley is an Enrolled Agent, authorized to represent taxpayers before the Internal Revenue Service.
Business Tax Returns
A variety of small business tax returns are prepared each year. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.
A comprehensive analysis of your life and disability insurance needs based on your goals, lifestyle and budget.
Assistance determining the best insurance policy for your needs.
Gary Johnson is the Principal Advisor with Johnson Financial Services, LLC. Since beginning his financial services career in 1993, Gary has enjoyed establishing sound asset and tax planning strategies for both his business and individual clients.
Review of goals, needs and resources available as well as financial planning and budgeting assistance. Review of current retirement funds available as well as forecasting to determine a plan of action. Help determining the right planning tools, investment options and a savings path needed to ensure long term success and retirement security.
Complete bookkeeping services for small businesses. Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support many accounting programs including Quickbooks.
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients. Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.
We provide payroll services for your small business; this includes issuance of payroll checks and preparation of monthly, quarterly and annual employment tax returns. We also offer direct deposit for your employees.
For small business we can provide a variety of financial services, such as:
· Development of your business
· Professional Billing
· Payables Management
· Financial Training & Consulting
· Financial Packages for Banks and Lending Institutions
· Life and disability insurance assessments and recommendations
For the individual we provide many services to help achieve your financial goals:
· Income tax preparation
· Tax planning strategies
· Financial Planning
· Personal Accounting
· Financial Training and consulting
· Basic money skill training and workshops
· Individual Financial Coaching
· Retirement preparation
· Life and disability insurance review and recommendations
For other ACCOUNTING PROFESSIONALS
· Tax & Accounting Research
· Special Client Projects
· Seasonal or Temporary Help for employee(s) on leave or interim transition
If you would like make arrangements to have Lesley come speak at your next event, please contact her at: [email protected].
You can choose from the topics below, or let her know if you have another topic in mind:
· Tax Updates
· Financial and Tax Planning
· Small Business Startup
· Disaster Planning
· Home Based Business
· Family Financial Management
· Basic Money Skills for Children
We offer coaching sessions to help individuals and families create and meet financial goals; whether it is to reduce debt or grow savings. We also provide training in various software programs to track your family finances with ease.
We offer guidance to business owners in the basics of financial analysis. We demonstrate to business owners how to analyze their monthly financial reports so that informed decisions can be made at the management level. We also provide QuickBooks training for small businesses and their staff.