Services
Myth: Finance has got to be the most boring subject in the history of man, second only to your second grade teacher’s reading of Walt Whitman poetry
Fact: Yes, it is can be boring at times but the dogs usually end up doing something pretty cute and Jim can sing the entire Monty Python accounting song by heart if you want. (Full speed ahead, Mr. Cohen…)
Plus the technology we use at Arbor is really cool, so that ought to help keep your attention. We have plenty of toys and the dogs for your kids, if they need to tag along. We actually do the tax forms together, using collaborative processes-yep, right there, on the screen real time.
Okay, now here’s the serious stuff but we have to put this in here. (The copywriter fell asleep here so Jim wrote this part.) What exactly do we do?
Arbor Accountancy provides exceptional services for individuals, families, corporations, and other entities.
Corporate and Partnership Tax - Tax preparation for C corporations, S corporations, partnerships and LLCs. Advice on tax planning, and sale or purchase of businesses. We help you select the best business form whether its LLC, LLP, C or S type corporation, or maybe no corporation at all. To meet the present and future needs of you, your family and your partners. We also do financial accounting systems setup. We provide operation advice to highlight the why and how of improving your performance.
Individual Tax – Preparation and consultation on annual taxes and ongoing understanding of individual tax ramifications.
Estate and Trusts – Working with your estate attorney to reduce the impact of these taxes, we prepare returns for estates and your trusts in a way you can understand.
Non-Profit Returns – Return preparation, financial systems and operational advice and consulting for not-for-profit organizations.
IRS Representation – Pre-audit outcome assessment and strategy. Representation with state and federal tax auditors, IRS, state and local representation for collection matters, negotiating payment plans and offers-in-compromise.
After the dust has settled on tax season each year, you meet with Jim to plan how you can reduce your taxes in the current year. AND to make sure you have paid in the least amount of estimated taxes. At the same time you squirrel away enough cool cash to pay off the balance by April 15th of next year.
(Please do not say “squirrel” around the dogs, trust us, it can get hectic)
Our technology and insight serves customers.This focuses time on what customers really want: Seeing how tax laws can (or can't) save money.
