Calera: Our Services

Calera: Our Services

Calera: Our Services

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Business Tax

We're experts in business tax, and we want to help you with your small or local business today!

Personal Tax and Amended Returns

We're the best choice for any and all of your personal tax related needs!

Trust and Estate Tax

Consult us for a worry-free experience with any of your trust and estate tax needs!

Bookkeeping

We're here to meet and exceed all of your bookkeeping needs with our in-house experts and competitive rates!

Tax Planning

You'll always know that by choosing us you'll be getting expert help with all your tax planning needs!

Calera: Our Services

 

Buisness Tax

Are you a business owner being drowned by the multitude of federal, state and local tax filings required of you on an annual, quarterly or monthly basis: Sales & Use tax returns, Payroll tax returns, State Unemployment tax returns; Personal Property tax returns, Quarterly Income tax returns, Privilege Tax returns, Business Licenses? It can be a full time job just figuring out what taxes you are subject to, how to fill out the returns, where to file them, and when they are due. When are you suppose to actually do the work that makes you money? We can help you determine what tax returns you must file, to whom and fill out the forms for you so you can go back to what you are in business to do.

 

Personal Tax

Our experienced full time tax professionals have been successfully preparing individual tax returns for over 20 years. Our focus is on minimizing your taxes while keeping you in compliance with required IRS regulations. We often prepare return with the client present or if you prefer you can drop off or email your tax information to us. We will contact you for any additional information needed to complete your return. We will let you know when your return is complete and you can pick up or have us send to you by secure email. Partners Tax has a simple and affordable fee structure for individual returns.

 

Trust and Estate Tax

Our experienced full time tax professionals have been successfully preparing individual tax returns for over 20 years. Our focus is on minimizing your taxes while keeping you in compliance with required IRS regulations. We often prepare return with the client present or if you prefer you can drop off or email your tax information to us. We will contact you for any additional information needed to complete your return. We will let you know when your return is complete and you can pick up or have us send to you by secure email. Partners Tax has a simple and affordable fee structure for individual returns.

 

Bookkeeping

Do you just have specific tasks related to your bookkeeping that you need addressed. For instance, you only need someone to do your monthly bank reconciliation because you loath doing it, or doing your weekly payroll has become too time consuming, or do you just want someone to file your sales tax or payroll tax returns from number you provide? We can do those specific tasks at a fee that is less than what your time is worth doing other things for your business.

We can keep a QuickBooks company file at our location and backed up off sight to protect your financial information. We can properly enter estimates, invoices, credit memos, bills, item receipts, checks, credit card charges, and purchase orders. We can also perform payroll for your employees, do the bank reconciliations for the checking account and enter adjusting journal entries as necessary. And we will provide you with monthly reports of profit and loss to date, accounts receivable aging schedule, accounts payable aging schedule and balance sheet. We can also use this information to file all your various federal, state and local taxes, including sales tax, payroll tax and income tax. And at year end prepare all W-2’s and 1099’s.

 

Tax Planning

A key element of good tax services is looking ahead, to structure transaction in a way so as to avoid taxes. After the fact tax planning just doesn’t work. By the time the return is due, often what is done is done, and the tax due is due. We can help you in both your personal and business decisions make the decisions that will reduce your taxes. Just call us, we are happy to help.