Unlock Your Financial Potential
Unlock Your Financial Potential
Integrated Tax & Accounting focuses on proactive planning to navigate your unique financial situation. Your needs are the responsibility of our experienced Certified Public Accountants. Access and interaction with our CPAs and Owners are our priority. Although we have a team of professionals, we know the care of experienced CPAs and Owners are critical to our relationships, and success. Integrated Tax & Accounting is a full-service firm able to provide financial advisory, tax, and accounting services.
Tax Services
• Individuals
• Trust
• Gift
• Businesses including | Corporations, S Corporations and Partnerships | Non-Profit
• All related states, local, and municipalities income tax
• Sales and Use
• IRS informational reporting
Advisory Services
• Charitable giving
• Retirement account contribution and distribution strategies
• Educational savings
• Estate and transfer tax planning
• Proactive adjustments to required payroll withholding and/or estimated taxes
• Business succession planning including gifts, purchase or sale of interests, and recapitalizations
• New business and start-ups guidance
• Business tax entity type selection
• Payroll planning
• Reasonable compensation benchmarking
• Capital expenditures and cost allocations
• Navigation of changing tax laws and financial standards
• Tax controversy and assistance with notices and audits
Accounting Services
• QuickBooks preparation, review, and training
• Charitable grant solutions
• Periodic financial statements including Preparations and Compilations
• Foundation consulting
• Periodic tax basis reports
• Payroll processing
• Fixed asset ledger maintenance
• Personal financial statements