Swartzentruber & Company Inc.

Services

Tax Services

Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you have complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Individual Taxes

We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.  Click here to download a copy of our 2011 Individual Tax Questionnaire .

Corporate Taxes

Careful tax planning is the most essential step in preparing our clients' income taxes, and by minimizing taxes, we strive to improve our clients' profitability. Whether you are a large firm or small, established or starting up, we will find the best possible strategies for reducing your tax liability within the limits of the law

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

IRS And State/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Payroll Services

We offer preparation of monthly, quarterly, and year-end payroll reports including W-2s and W-3. 

Personal Financial Planning

Whatever the state of the economy, we are deeply concerned about the personal financial status of our clients. To help you invest wisely, put aside what you’ll need for retirement, fund the kids' education, keep yourself out of debt, and plan your estate, we have assembled a team of certified financial planners who can guide you towards the best decisions depending on your time horizon, your tolerance for risk, and your current and future financial goals.

Accounting

Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. 

Bookkeeping

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

QuickBooks Consulting

We specialize in helping our clients with needs analysis, data file designs, training, on-going support, and monthly file analysis.

Business Coaching/Consulting

Our goal is to help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever your needs, our own team of business coaches/consultants at Eagle Advisor Group, has the experience to help you grow and manage your business.

Incorporation And New Business Analysis

Our firm can assist with the set up of a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. Our firm can assist in market evaluations for new business and business valuations for the purchase of an existing business.

Buying And Selling A Business

Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
 
Cash Flow And Budgeting Analysis

We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We can assist you planning for capital acquisitions including the tax consequences and benefits. Our cash flow analysis can be a very important planning tool for companies with seasonal ebbs and flows of sales.