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, remote CEO, general journal entry maintenance, bank statement reconciliation and QuickBooks training.
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.
- I provide tax organizers to help gather your tax information at year end to facilitate smooth tax preparation.
- 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.
Tax Planning Strategies to help you defer income, find overlooked deductions, and take advantage of available tax incentives.
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 Accountant 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.