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.
- Income Tax Preparation & Tax Management Services
- Business Consulting
- Payroll Services
- Sales Tax Services
- Estate and Trust Planning and Tax Preparation
- IRS Representation
- Entity Selection and Restructuring
Income Tax Preparation & Tax Management Services
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 opportunities impact your tax status. Not all tax planning opportunities are readily apparent. We understand how the latest federal, state and local legislation affect you and your business. Remember to talk with us before you make new business decisions. Delaying until the year after the decision has been made ties our hands and we cannot change the past to make the better tax choice retroactively.
As a true business partner, we are willing to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of you business. Whether you face questions related to expanding, selling or restructuring your business we have the capabilities to help you make the best decisions.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. D. Proffitt, E.A.’s payroll services can help you reduce the time spent on payroll. We provide direct deposit for employees, or check writing if you prefer. All returns are timely prepared and electronically filed including W-2 forms. All taxes are paid on time electronically. All for a fee that is well below what ADP or Paychex would charge for comparable service.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. D. Proffitt, E.A. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. Helping you accurately set up your Quick Books or other accounting system is very important. If your bookkeeping program is not set up properly it will not be accurate. Filing taxes or preparing financial statements is very difficult when records are not properly set up.
Sales Tax Services
Sales 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.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. D. Proffitt, E.A.’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
An IRS audit can be an intimidating and complex process. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, D. Proffitt, E.A. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.