Accounting and Financial Services in Elkhart, Indiana


Tax Preparation and Tax Planning

Although we recognize the extreme importance of accurate tax preparation and timeliness of filing income tax returns,  we also emphasize tax planning.  We believe our role is to explain to our clients the tax implications of transactions they are contemplating.  For our clients, we stress the development of business strategies which meet the long-term needs of the client and minimize the client's tax liabilities.  Proper planning, for individuals as well as for businesses, can result in significant tax savings.


Write-Up Services

Our write-up services include:

  • Recorded cash receipts, cash disbursements, sales, and payroll from your in-house accounting programs such as Quickbooks, Peachtree, or CBS general ledger.

  • Providing you with up-to-date cash balances by reconciling bank statements to cash accounts and preparing proof of cash.

  • Adjusting accounts receivable, inventory, accounts payable, and notes payable from the detail you supply us periodically.

  • Recording purchases and asset sales on the depreciation schedule and adjusting depreciation expense on the general ledger.

  • Answering your questions regarding how new or difficult transactions should be recorded.

  • Calculating your payroll tax and sales tax deposits and filing them for you electronically with the taxing authorities.

  • Preparing payroll tax and sales tax returns on a timely basis.

Payroll Services

We will eliminate the hassles of payroll preparation because we are accountant and tax experts, not just data processors.  We will compute and process your payroll checks for you.  We will prepare payroll reports that you can understand, and we will make sure that all of the payroll taxes are prepared and filed on a timely basis, eliminating the cost of paying penalty and interest for late filings.  Our payroll service is cost-effective and will give you more time to operate your business.


Year End Services

We will compile  your financial statements based on the AICPA statements on standards for accounting and review services which the banks and other financial institutions require for financing business loans.  We will not just deliver these financial statements to you, but we will review them with you in order to point out any problem areas and make recommendations for the future.  We will also prepare your Corporation federal and state tax returns and discuss any possible methods of tax reduction that may be available to you.  Last we will prepare your payroll tax returns along with W-2 and W-3 forms.  We will prepare your 1099 forms and discuss any potential problems with the independent contractor versus employee rules. 


Develop an Exit Strategy

Every closely held company needs an exit strategy, a plan that will maximize the return the owners will receive when they are ready to retire or just want to sell.  All too often though, the owners either through oversight or procrastination, fail to take the steps necessary to achieve this objective.  Today more than ever, it's important to do what is necessary to pave the way for a smooth transition to ownership.  Transactions are taking longer to complete because of more intense scrutiny by regulators and because of the economic environment.  Potential buyers are being more cautious, often extending the due diligence period beyond what it used to be.  We can help you with this process, and show you how to avoid making costly mistakes.


723 Bower Street
Elkhart, Indiana 46514

Phone: (574) 294-2344


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