At Joanne Elsen, CPA, PC, I 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. Remember, I am available year-round to assist you with any tax or accounting related issues you may have. My professional services include:
My firm offers a wide range accounting services, including general journal maintenance and bank statement reconciliation. Accounting services to small businesses can be performed on a monthly, quarterly, or annual basis. A personal service plan will be custom tailored to your accounting procedures and needs.
Income Tax Services for Businesses and Individuals
Minimizing and deferring taxes is a primary objective for small businesses and individuals. My firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities.
Tax Planning Strategies to help you defer income, find overlooked deductions, and take advantage of available tax incentives.
Tax Organizers for individuals to help gather your tax information
Electronic transfer for your documents and tax returns though secure file sharing.
Efiling which gives proof of the date accepted and provides faster refunds.
Payroll Withholding – review of your payroll withholding to avoid receiving large refunds or owing at tax time.
Estate & Trust Tax Preparation
I can work with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure the smooth transition to your personal representative, trustee and heirs. I can provide you with a check list for those who will handle your estate and trust, as well as prepare the necessary tax returns.
I am an Online QuickBooks ProAdvisor specializing in setups for closely held businesses. Grow your business with QuickBooks, save time on bookkeeping, prepare reports easily, and prepare for tax time. There are packages to meet every need, from simple to complicated.