- Tax Returns
- Personal form 1040 and required forms
- Farm tax returns – schedule F or one pass-through entity
- Includes federal, state, and local income tax returns
- Tax Planning
- Tax liability projection before end of year
- Review and implement tax-saving strategies
- Audit Defense
- Response to letters and notices from tax authorities for tax year prepared
- Representation in the event of a tax authority audit for tax year prepared
- Annual 1099 Filing
- Prepare and e-file 1099’s and mail out recipient copies
- Quarterly Bookkeeping Review
- Review and adjust your accounting records to prepare accurate tax returns and financial analyses
- Quarterly Farm Financial Analysis
- Analyze farm financial position and liquidity ratios through FINPACK (credit analysis software)
- QuickBooks Online & FINPACK Subscription
- Access to cloud accounting and financial analysis software
- Annual Farm Production Cost Analysis
- Prepare and discuss a cost of production analysis using our custom-built software
- Autumn Tax Planning Meeting
- Plan for upcoming filing season by projecting tax liability and discussing moves to be made before year end
- Spring Tax Preparation/Post-Preparation Meeting
- Meet before work begins on your tax return to gather informtion or meet after tax preparation is complete to review the results
- Summer and Winter Financial Analysis and Bookkeeping Check=in by Phone or Video Conference
- Connect to discuss results of bookkeeping review and financial analysis
- Consultation Throughout the Year as Needed
- Call or email any time with questions related to your tax and accounting engagement
