Bookkeeping Services

We can assist you with the mundane tasks associated with keeping well-organized, efficient records. Bookkeeping services may be performed annually in order to prepare your small business for tax return preparation, or you may need to have bookkeeping services performed on a monthly or quarterly basis to ensure that you have the tools to run your business as efficiently as possible.

Financial Statements

A financial statement is a formal record of the assets, liabilities, equity, revenues, and expenses of a business, individual, or trust. Financial statements may be required for businesses in certain industries as well as by lending institutions. A financial statement provides meaningful information about the progress of your business, its profitability, and efficiency.

Business Consulting

We can help define your business goals and identify business practices that may hinder profitability. We are here to listen to your needs and help your business run as efficiently as possible. We strive to provide the highest quality accounting and business services so that you can concentrate on the day to day operations of your business.

Income Tax Returns

We offer income tax preparation services for individuals, estates, trusts, LLCs, partnerships, S-corporations, and C-corporations. In addition to Federal and Kentucky income tax returns, we prepare local and multi-state returns as well.

Other Tax Returns

We offer tax filing services for non-profit organizations, gift tax returns, and employee benefit plans.

Government Correspondence

We can assist you in responding to correspondence from any taxing authority in the United States. Let's discuss the contents of a letter or audit notice together, help you understand what's required and the best way to respond.

Payroll Processing

Processing payroll for your small business can be a chore. Let us do that work for you, so that you can concentrate on the work you do best. Inquire about how we can serve you through payroll processing.

Payroll Tax Returns

Different payroll taxes are due weekly, semi-monthly, monthly, quarterly, and some annually. We can prepare a mix of these returns for you whether we process your payroll or not. We also prepare year-end Form W-2s and Form 1099s.

Other Business Tax Returns

Small businesses are required to file additional tax returns as well. Let us assist you in filing sales and use tax, tangible property tax, and Federal excise tax, to name a few. Please feel free to ask about any additional filings where we can assist.

Income Tax Returns

We offer individual income tax preparation services for not only Federal and Kentucky returns but any state, as well as local income tax returns. We also prepare amended federal, state, and local income tax returns.

Tax Planning

Discuss with us what's happening in your life so that we can help you prepare for what the future holds. Whether the circumstances are good or bad, let us help you meet the future head-on, with as few financial surprises as possible.

Government Correspondence

Should you receive correspondence from government authorities, we can assist with your response. Sometimes a government notice can be resolved with a phone call, and sometimes it takes much more time and care. Let us help alleviate the stress of dealing with Federal, state, and local authorities.

Personal Financial Statements

Personal financial statements are sometimes required by banking institutions or for other investment ventures. We can assist you in filling out a pre-printed form or by preparing a financial statement based on your records and financial data.