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Tax Planning

Start Planning Your Financial Future Today

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority.

If Financial Success Is Your Goal, We Are Here to Help!

There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future.

Here’s how we do it:

  • Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
  • We help you set up a recordkeeping system that meets IRS requirements.
  • We work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.
  • We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
  • We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
  • We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

Ready to Take the Next Step?

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help.

Simply fill out the form below or give us a call. It's that easy!

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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Accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of: Reconciling bank and credit card accounts, expense classifications, generating financial statements, reviewing daily company data, Accrual data, etc. While accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as: analyzation, advisory, etc.
We understand that every business runs differently and our experts have experience across a multitude of business. That’s why we want to get to you before we dive into your business. This allows us to service you and fit your needs in the best way possible.
Businesses no longer need to work with a local bookkeeper. The internet and cloud technology makes it easy for accountants to securely access their clients books anytime, anywhere. Business owners can now select a bookkeeper who truly understands their industry and operations, instead of hiring the closest available person.
Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, we will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations. As many banks these days allow for view only access where we are assigned our own login. we can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for the information. If you don’t feel comfortable with that, we will rely on you to provide all the information.
We set a target date for the 15th for each prior month closing, however there are instances where there can be delays such as documents and questions that we may need in order to finish up the process.
We typically work with Quickbooks Online and Xero.
We offer a few packages with our base starting at $450/month. The frequency and type of services can change the price.
Yes – we can manage and pay your invoices and payables.
Yes – Our experts are up to date and the newest regulations and are able to file and prepare your sales tax needs.
Yes – Prime Ledger can set up, manage and run your payroll at whatever frequency you choose. We ensure each pay run is properly accounting for reconciles with your bank.

© Jordan Goldman, CPA, PLLC 2021