My firm is here to help you increase your financial power. We'll provide answers to your individual or business profitability, tax, accounting, bookkeeping, or QuickBooks questions. We will help you create income and then keep more of your well-earned dollars in your pockets and bank accounts.
The focus is on providing you with financial and business tools to help you create the life you want. Many clients find this through self-employment or better managing of their finances and taxes and we are here to answer your questions and assist you. We will work with you online or in person.
Certified Public Accountant in Elkhart Indiana
I am a QuickBooks Certified Pro Advisor. We will work with you for QuickBooks training, set up of your books, and maintenance of your QuickBooks accounting system.
We offer remote accounting and tax services - use our secure servers to send your receipt copies, data files, QuickBooks files, and other accounting data. Just scan or fax your receipts and we will process your data and use our secure servers to send it back. It's convenient, time-saving, and cost-saving. It has the added benefit of allowing you to upload and download your documents at your own convenience - our secure servers are available 24/7.
We are also pleased to work with your online QuickBooks program for your greater ease.
My firm's goal is to help you to minimize your taxes. We offer review and planning of projected taxes. Give us your tax data and information and we will give you an accurate, professionally prepared tax return. We take pride in high quality services and will work with you to be sure that you have taken every deduction and credit that you are entitled to for best results on your tax returns.
We prepare tax returns for individuals, S-Corporations, Corporations, LLC's, businesses, estates, and trusts.
We offer: Estate and Trust accounting and tax preparation. Final accounting. Final tax returns. Estate and trust tax returns. Inheritance tax returns - Indiana IH-6
I will work with you on your small business start up planning and procedures. We will also work with you for QuickBooks set up, initial installation, and QuickBooks data entry.
Give us a call or send us an email today!
We help with:
1720 E Bristol St, Elkhart IN
Serving Elkhart County including Elkhart, Bristol, Goshen, Middlebury, and surrounding Indiana and Michigan cities in the Michiana area.
We also have many clients that we work with by postal mail and virtually by secure file upload/download.
Tax and Other News
We are here throughout the year to prepare an accurate tax return with the best results for you. Please call for an appointment, or to arrange for drop-off, mail-in, or secure file upload of your tax return data.
We just mailed our August/September issue of Tax Tips for indivuduals and small businesses. If you did not get your newsletter, please let us know and we make sure that you receive one.
If you have not yet filed your 2011 or earlier return, it's time to get that worry off your back! Just contact my office and we will be happy to help you prepare your return(s) so you can sleep easier at night.
PIN Numbers and Identity Theft
Choose your PIN number carefully. If you choose a number that is easily guessed, you could be asking for trouble. My latest article How to Select a PIN includes advice from the experts.
The final 2013 Federal and Indiana state quarterly estimated tax payments are due January 15, 2014. The first estimated Federal and Indiana state quarterly tax payments were due April 15, 2013, the second quarterly tax payments were due June 17, 2013. The third quarterly tax payments were due September 16, 2013.
Employment and Jobs in Indiana:
Just posted: Employment Websites to Help You Find a Great Job - try one of these job search sites for finding a job in a specific field
My article: Job seeking help and career advice - Indiana Hot Jobs - also includes resources for job searches and careers in United States
Indiana Business News:
According to a survey by thumbtack.com*, the state of Indiana ranks #14 in the country for overall small business friendliness. Indiana is #3 in the nation for ranking of friendliness of employment, labor, and hiring regulations. This is good news for both business owners and employees!
As far as Indiana's tax system, the Small Business & Entrepreneurship Council ranks Indiana #19 of the 50 states for best tax systems for entrepreneurship and small businesses. Prepare to watch this rise, though, because recent legislature has eliminated the inheritance taxes and will be reducing the corporate tax rates.
Michigan, by comparison, is ranked #11 of the 50 states in the same study of best business tax systems for entrepreneurship and small businesses.
*Small Business Survey: Methodology and Analysis, in partnership with the Kauffman Foundation, Nov 2011 and Jan 2012
Use this link to determine your future social security benefits.
Information on your tax refund from the IRS.
The office is open from 9:30 to 4:30 Monday through Friday, other times by appointment. Please call for an appointment if you would like to meet with Patricia.
You are always welcome to leave a voice message or to drop off data in our drop slot. We especially encourage email correspondence.