We Offer Services for IndividualsLLC'sCorporationsPartnerships
OUR SERVICES
What We Provide
Income Tax Preparation and Consultation
The Firm works with individuals, corporation, partnerships, and not-for-profit organizations in a vast array of industries. We work with clients to apply the current tax laws to reduce taxes as much as possible on current year filings, as well as help them plan and make decisions that will help with the tax burdens of future years. We also consult with our clients regarding retirement and estate planning.
Tax Preparation Process
Step 1
Drop off all necessary documents, request secure link to send electronically, mail documents to our office, or setup appointment if necessary
Step 2
Our office will go through the information submitted, make copies of original documents, prepare the return, and contact you if additional information is needed
Step 3
Completed returns are submitted for review as a part of our quality control standards. Upon final internal review, the return is sent for printing and processing
Step 4
After processing, you will be contacted that the return is ready for their review and approval. After approving, signatures are obtained to authorize filing with the IRS
Step 5
Once signatures are gathered and our fees are paid, we will submit the return electronically to the IRS. We will receive a confirmation the submission was accepted, and you're done until next year!
Step 1
Drop off all necessary documents, request secure link to send electronically, mail documents to our office, or setup appointment if necessary
Step 2
Our office will go through the information submitted, make copies of original documents, prepare the return, and contact you if additional information is needed
Step 3
Completed returns are submitted for review as a part of our quality control standards. Upon final internal review, the return is sent for printing and processing
Step 4
After processing, you will be contacted that the return is ready for their review and approval. After approving, signatures are obtained to authorize filing with the IRS
Step 5
Once signatures are gathered and our fees are paid, we will submit the return electronically to the IRS. We will receive a confirmation the submission was accepted, and you're done until next year!
Small Business Services
Small business services are a significant portion of the Firm. We work with sole proprietorships all the way to multi-million dollar organizations that have multiple in-house bookkeepers. While our clients with larger businesses rely on us mostly for complied financial statements and planning services, a significant number of our clients need to stay focused on their businesses and use the Firm for the following services:
- Consultation regarding business structure
- Monthly/Quarterly/Annual compiled financial statements
- General consultation for bookkeeping issues and training
- Detail bookkeeping and bank reconciliations
- Payroll services (processing payroll checks and tax payments, all filing requirements)
- State Sales/Use/Liquor tax reporting
IRS Negotiations and Examinations
Dealing with IRS problems, specifically back taxes, has become a focus for the Firm over the last several years. While it is sometimes possible to reduce or eliminate back taxes, we normally counsel our clients and work with the IRS to set up an economically feasible plan that will prevent or eliminate tax levies and liens.
The Firm's services and counseling can also be a significant advantage in dealing with IRS audits and requests for additional information. As the number of correspondence audits (letters requesting additional documentation or verification) has increased, many companies and individuals don't even realize they are being audited. Knowing the root of what the IRS is trying to accomplish with their requests is invaluable when responding to them.
Special Projects
The Firm frequently encounters companies and individuals that need help with all or a part of projects that fall outside of what most people consider tax and bookkeeping issues. Our services have been used to review records for potential mergers and acquisitions, prepare/analyze amortization schedules for seller financed properties, organize/summarize financial records for lawsuits, etc. Simply put, if it has to do with numbers, we can probably help you with it.
Attestation Services
At this time, the Firm does not perform attestation services such as audits and reviews of financial statements. We do offer audit preparation and consultation services to help companies prepare for a third-party audit. Although we do not provide audit services at this time, the Firm has members with audit experience. That background allows us to use our knowledge to help client prepare for a smooth and efficient audit.
Onboarding Process for Tax Accounts
Step 1
Contact our office to verify our availability fits your needs. To schedule a meeting, please send us an email to info@bowdentanner.com or come by our office.
Step 2
Complete the Perspective Client Form, and if applicable, the business version as well. Send completed forms to info@bowdentanner.com or drop off at our office.
Step 3
After reviesing you rinformation, we will contact you as soon as possible to let you know if we will be able to assist you, and an initial meet & greet will be setup.
Step 4
During (or after) the initial meeting we will use the information gathered to set you/your business up in our system and engagement letters will be prepared as applicable.
Step 1
Contact our front office first to verify our current availability fits your needs.
Step 2
Complete our Prospective New Client forms. Send completed form to info@bowdentanner.com or drop off at our office.
Step 3
After reviewing your information, we will contact you as soon as possible to let you know if we will be able to assist you, and to set up an initial meet & greet.
Step 4
During (or after) the initial meeting we will use the information gathered to set you/your business up in our system and engagement letters will be prepared as applicable.
We Offer Services forIndividualsCorporationsPartnerships