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Services

Tax & Financial Consulting, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Tax & Financial Consulting, Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


MONTHLY OPERATING STATEMENTS

A monthly breakdown of sales, cost of sales and expenses (profit and loss) for the previous month, and total of all the months of the year to date. Percentages for both helps you compare performance to the year to date and spot problem areas so you can take immediate action.

PAYROLL REGISTER

Payroll and tax information on every employee.

BALANCE SHEET

Available when needed. It summarizes your total business assets, liabilities and net worth at a given point in time so you can make decisions about capital expenditures, or how to improve profits.

BANK RECONCILIATIONS

A proving out of the bank's figures with your checkbook balance each month to ensure you are working with the correct total.

DETAIL GENERAL LEDGER

A record of the dates, check numbers, payees and amounts of all expenses within each of your business accounts for the month and year to date.

OPERATING STATEMENT PERFORMANCE GRAPHS

Each month you will receive Graphs developed from the financial information in your business operating statement to give you a concise visual picture of business trends.

BUSINESS CONSULTATION

The backbone of all our services. A personal discussion of your financial statements or other business matters is available when you need it and is as close as your phone.

TAX PLANNING AND RETURN PREPARATION SERVICES

Expertise. Peace of mind. These are the things that you can expect you tax adviser to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date-tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are and individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

PAYROLL SERVICES

In the diverse world of business, some companies find it difficult to manage all the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns. Our check writing service produces professional, computer-generated checks, plus provides a management analysis by pay period and year to date. With Tax & Financial Consulting, Inc., payroll is no longer a tedious process but a smooth function of your business.


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