Services

If you’re looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.  We offer assistance with QuickBooks desktop and QuickBooks online.

 

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

 

Corporate & Partnership Tax Preparation

No matter the size of your company or partnership, we can provide a tax planning and preparation solution that is tailored to your specific situation. Our goal is to provide our service with minimal interruption of your business and/or accounting function. Business owners understand the importance of having access to accurate and timely financial information. Current corporate and partnership tax laws have never been more confusing to prepare. Success Tax & Financial is experienced in preparation of tax returns for businesses. Whether you are a large, medium, or small company, we can assist you with the preparation of your returns.

 

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

 

IRS Offer In Compromise

The Offer in Compromise Program is a program offered by the IRS which allows the taxpayer to make an IRS settlement offer for the past due debt they have accrued. They will be able to settle their outstanding tax debt for a reduced amount in the event that they are experiencing financial hardship. Offers which are accepted are those that are reflective of the amount the IRS would normally collect in a reasonable amount of time. When deciding whether to accept an IRS tax settlement offer, a few different factors are considered. These include the taxpayer’s expenses, ability to repay the loan, income, and the amount of equity in assets.

 

IRS Audit Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we have years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

 

Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

 

Payroll Services

Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

 

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

 

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

 

Call today to schedule an appointment!