Tax Services
Our tax services go beyond basic tax planning and preparing or reviewing of your tax returns. We take a proactive approach to keeping our clients informed of changing laws and opportunities to manage the tax obligations of your business and ensure tax saving opportunities are not missed. We draw upon the wealth of knowledge from our seasoned professionals' years of tax expertise to provide the best possible services to our clients. Services are customized to meet the needs of your business. On-site and off-site services are available.
Tax Compliance Services
- Complete return preparation and processing
- Trust/fiduciary tax preparation
- Estate tax return preparation
- Pension and benefit plan return preparation
- State and local return preparation
- Corporation (C&S)
- Partnership/L.L.C. services
- Nonprofit tax services
- Payroll related taxes (1099/W-2's)
Monthly Bookkeeping Services
- Complete bookkeeping package to compliment our tax services
- Accounts Receivable and Payable
- Bank reconciliation
- Sales tax computation and reporting
- Preparation of monthly financial statements
- Adjusting journal entries
- Cash flow analysis
Tax Planning/Consulting Services
Let us help you free up your time so that you can focus on growing your business, NOT doing your recordkeeping.
Benefits of Tax Planning:
- Prepare for unknown taxes
- Take advantage of new legislative changes at most opportune time
- Assist in preparation of payroll tax forms, W-2's and 1099 forms
- Aid in financial decision making
- Ease of transferring information to tax return preparation
TD&T Financial Group's Trained and Experienced Tax Consultants can:
- Smoothly transition your tax needs into our company
- Customize a tax planning engagement to fit the way you run your business
- Provide on-going support and assistance
