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The right solutions for your accounting needs
Valdosta Accounting Services
Let me handle all of your accounting needs.

I offer a broad range of services for businesses, executives and independent professionals. My rates are affordable. I am experienced and friendly.

Tax Preparation

According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

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Here's what you get...

  • Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.

  • Your tax return can be filed electronically so you will get a refund back quicker.

  • I will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.

  • I will show you potential deductions to limit your tax liability for next year. In addition, I will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

Books a Mess? No Problem!

If you own a small business and haven't kept up your bookkeeping, don't worry. I can help you. I'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then I'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

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Tax Planning

Planning is the key to successfully and legally reducing your tax liability. I go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

I make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

I recommend Tax Saving Strategies that help you...

  • Grow and preserve assets by keeping Uncle Sam out of your pockets.

  • Defer income so you can keep your money now and pay less taxes later.

  • Reduce taxes on your income so you keep more of what you make.

  • Reduce taxes on your estate so your family keeps more of what you've made.

  • Reduce taxes on your gifts so you can give more.

  • Reduce taxes on your investments so you can grow your wealth faster.

  • Reduce taxes on your retirement distributions so you can retire in style.

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Here's just a few of the Tax Saving Strategies I use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.

  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.

  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.

  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.

  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, I work for you not for the IRS. Many of my clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

Tax Problem Resolution

Are you having problems with the IRS?

I'm here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. I pride myself on being very efficient, affordable, and of course, extremely discreet. The IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day.

If you owe the IRS, you have a very serious problem. It may take the IRS several years to catch up to you, but they're relentless and have no mercy in collecting all the money that is owed. When the collection process starts, they'll make your life miserable and literally ruin all aspects of your life.

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Financial Statements

As a small business owner you have more important things to do than to keep your own books. I take care of your books for you, so you can get back to the job of running your business and generating profits.

Each month or quarter I'll do the following things for you...

QuickBooks Consulting

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

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As with any accounting software program, installation and training take time - time taken away from managing your business. Here's a short list of the services I provide during your QuickBooks setup:

  • Study and evaluate your software and accounting needs.

  • Recommend software and hardware requirements.

  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.

  • Determination of your QuickBooks starting date.

  • Loading your chart of account and balances as of that starting date.

  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.

  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.

  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.

  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.

  • Entering your transactions since your starting date into QuickBooks

  • Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is "on the right track".

  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

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