Let’s Grow Together!
Get in touch
Chip and Nick are currently an Enrolled Agent and Certified Public Accountant respectively and have over 90 years of combined experience in tax, finance, trust and estate tax.
Our goals as a tax practice are to provide the highest level of service to our client base, at a fair price and in a timely manner.
Tax Preparation & Planning Services
Your Information Source For All Things Tax Preparation, Returns and Planning!
Individual Tax Returns and Tax Planning
Partnership and Corporation Tax Returns and tax Planning
Fidiciary Tax Returns and Planning
Gift Tax Return Preparation and Planning
Yearly Payroll Processing
Farm Residence Tax Exemptions
Form 2290 – Heavy Vehicle Use Tax
WE HELP WITH
- Planning & utilizing your social security benefit
- Planning all financial aspects of your health care including directives, insurances, tax favored plans and utilization & compliance with the ACA act
- Planning all aspects of retirement and retirement distributions
- Assessing succession plans & acquisition for small business/individuals
- Any other tax/ accounting issues
Annual Information Forms Checklist
Form W-2: Salaries & Wages
Form W-2G: Gambling Winnings
1099R: Retirement Income
1099: Miscellaneous Income
1099-NEC: Non Employment Compensation
1099SA: Health Savings Account
1095A: Marketplace Health Insurance
K-1: Partnerships, Coprorations or Estates
1098: Mortgage Interest
1099E: Student Loan Interest
1098T: Amounts Paid for Higher Education
8832: Signed if you are non custodial parent claiming dependency exemption
*Childcare providers name, addres, ss number or ein/tin
Want to know what we can do for you?
Get in touch with us
Want to learn more about how we can grow together? Drop us a line today!