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FINANCIAL SERVICES
OUR SERVICES
Tax Advising and Strategy
We provide customized tax planning designed to minimize your tax liability and maximize your wealth. Our approach includes analyzing your financial goals, identifying opportunities for deductions and credits, and implementing strategies that align with current tax laws. Whether you're an individual, a small business, or a large entity, we help you stay ahead of tax obligations while preserving your hard-earned money.
Tax Preparation
Our tax preparation services ensure your returns are filed accurately and on time. We specialize in handling complex tax situations, offering a seamless experience for individuals and businesses. By staying up-to-date on the latest tax regulations, we uncover opportunities to lower your tax bill while ensuring compliance with federal, state, and local laws.
Accounting/Bookkeeping
We use QuickBooks Online (QBO) to manage and reconcile transactions, ensuring everything is accurate and makes sense. While we don’t provide detailed reporting, we ensure all transactions are properly categorized, and any unclear items are identified by the client. Clients can generate their own reports directly from QBO, and we review financials together during quarterly meetings.
Payroll Advisement
Managing payroll can be time-consuming and complicated. Our payroll advisement services simplify the process by ensuring your employees are paid accurately and on time. We assist with payroll setup, compliance with tax and labor laws, and integrating payroll solutions into your overall financial strategy. Let us handle the details so you can focus on what matters most—your business and your team.
Business Entity Clean-up
Over time, business filings and entity structures can become outdated or disorganized, leading to potential compliance issues. Our business entity clean-up services include a comprehensive review of your business structure, correcting inaccuracies in filings, and ensuring your entity remains in good standing with regulatory bodies. This service is essential for businesses looking to streamline operations, prepare for growth, or get back on track after changes in ownership or structure.
Terri with Tax Time is amazing! She helped my business navigate through our tax needs and work up a strategy for us. She is fun, energetic and very easy to work with! I highly recommend.
Terri has been an invaluable resource to my organization ensuring that all of my systems are integrated, my Quickbooks is up to date, and my taxes are done perfectly. She has been instrumental in helping me to achieve some amazing tax strategies that have not just saved me an exorbitant amount of money but also have made me money and set us up for the future as well. I would recommend Terri to anyone who doesn't feel like they are getting incredibly experienced and well rounded advice.
Terri at Tax Time Ledgers recently helped me save big time on my tax bill! She was super easy to work with, and informative on tax strategies. I'd recommend her to anyone looking to save not only money, but time on filing taxes!
Terri is an extremely knowledgeable and caring professional. Not only is she a Tax Expert, her knowledge of accounting programs is unmatched. She was instrumental in changing our accounting system and has continued to help whenever a problem arises.
Terri is the best! She has helped me in so many ways with so many things I never understood. She is patient and kind and very understanding. She went back in time (for all of my business reporting) and got it straightened out. Oh and she's doing that for me presently as well. Love, love, love her! She is a great addition to this team that I am forming and she will be going forward. Thank you Terri for everything!