What We Can Help With
Form Preparation: 1040, 1065, 1120, 1120S, 990, 1041
Tax Projections and Estimated Tax Payments
Income Tax Planning
Business Tax Entity Determination (LLC, C-corp, S-corp, etc.)
Multi-State and Local Tax Preparation
Tax Audit Representation
W-2 and 1099 Forms, and Other Payroll Filings
Adjustment of Journal Entries and General Ledger Review
Preparation of Fixed Asset and Depreciation Schedules
Family Office services
Business Set-up / Optimization of Processes
You Talk, We'll Listen
We provide complimentary initial consultations so that we can learn about your individual needs and expectations. By doing so, we are then able to tailor an approach specific to you to ensure the results you want.
A Better Balance.
To cultivate a culture where our professionals are leading a balanced life so that we can improve every one of our clients’ businesses and lives through our tax and consulting services.
Bethanie Pollock has been my tax accountant since 2008 and has been a wonderful advisor to me, my family and business! She is knowledgeable, informative and current regarding tax laws and information. Bethanie has gone above and beyond for us throughout our relationship and has helped navigate through many difficult situations. Honest, great work ethic, integrity and relatability are words that come to mind when I think of Bethanie and I am glad I have had the benefit of working with her!
I have worked with Bethanie for ten years. She is a trusted advisor who has assisted our company and our German parent traverse the ever changing tax laws. She is knowledgeable, reliable and works tirelessly on behalf of her clients. I would highly recommend Bethanie as a tax consultant, her work is excellent.