© Copyright 2019 Grandfield Tax and Business Services, Inc. All Rights Reserved 

SERVICES

  • Individual & Business Returns

  • Trust & Estate Returns

  • Out of State & Multi-State Returns

  • Prior Years Review

  • Tax Projections

  • Tax Planning & Consultations

  • Accounting & Bookkeeping

  • Business Management

  • Audit Representation

  • Small Business Consulting

 
PERSONAL TAX PLANNING & PREPARATION

Enrolled Agents "EAs" are America's Tax Experts! Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax return preparer.

 

Although tax preparation is the end result, tax planning is essential and at the heart of every tax situation to minimize your tax liability. The average American can lose about one third of their income to taxes. Grandfield Tax can help you recognize potential tax savings and solve your problems to avoid unnecessary taxes. 

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

 
BUSINESS TAX PLANNING & PREPARATION

Small Businesses • Partnerships • LLC • LLPs • C-Corporations • S-Corporation

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Our Grandfield Tax Team make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars and continuing education courses.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

Letting a non-certified tax preparer or accountant / bookkeeper do your taxes is a risk that most businesses cannot afford to make. Business tax filings involve tasks which can leave owners with more questions than answers, and that is why having an expert team, with Enrolled Agents "EAs",  like Grandfield Tax, on your side is so important. EAs are America's Tax Experts! 

 
IRS REPRESENTATION

The IRS does not go away and they will often use harsh tactics to collect the highest amount of taxes and penalties from you.

• Are you dealing with a tax levy, lien or wage garnishment?
• Are your struggling with tax debt?
• Do you have unfixed tax returns?
• Facing audit notices?
• Is there an abandoned LLC or corporation in your past?
• Do you doubt your current tax return preparer?

You have the right to have someone represent you against the IRS, someone who will be your champion against an unfair IRS and someone who will fight for the best resolution.

Here is your call to Action! We are offering you a free no obligation consultation where we will tell you what is needed to resolve your tax issue. All you need to do is contact us. We are not a call center, you will speak directly with one of our Enrolled Agents who will give you a honest assessment of your situation and will explain the process fully to you.

ADDITIONAL TAX SERVICES
  • Amended Tax Returns

  • Offers In Compromise

  • Payment Plans

  • Discharge Taxes / Bankruptcy

  • Innocent Spouse Relief

  • Review IRS File

  • IRS Audit Representation

  • Non-Filed Returns

  • Back Taxes

  • Payroll Tax Problems

  • Tax Liens

  • Bank Account Levies

  • Wage Garnishments

  • IRS Seizures

 
BUSINESS SERVICES

We know accounting.

If you are a business owner, you are the expert of your business and we hope you enjoy what you do everyday. But let us ask you, what are the top three things you dislike most about running your business? Is one of them accounting? Well fortunately for you, we LOVE doing accounting!

We offer small to medium sized businesses a solution to their accounting and business consulting needs. We focus on maintaining accurate financial records and producing financial statements so you can use them to make important decisions in your business. Wouldn’t you rather focus on the growth and development of your business than if a transaction should be debit or credit?

Our services include:

  • Accounting according to GAAP and FASB standards

  • Bank and credit card reconciliation

  • Asset management and reconciliation

  • Financial statement preparation

  • Quarterly management reports

  • Fluctuation and financial statement analysis

  • Desktop accounting system setup, support, and consulting services

  • Online accounting system setup, support, and consulting services

  • Budgeting

  • Outsourced payroll planning

  • Outsourced retirement planning

  • Tax planning

  • Succession planning

  • Outsourced business setup and legal planning

3-in-1 PARTNERS

Chatterton & Associates – The Wealth Management Team, Inc.
The Law Office of James F. Roberts

By having a tax advisor, financial planner, and estate lawyer in one office, we are able to:

  • Provide tax advice for each beneficiary before they inherit money

  • Set up inherited IRAs for beneficiaries with the most appropriate options for each

  • Title your beneficiaries correctly

  • Present ways to potentially reduce your taxes before preparing them

  • Inform you of tax implications of your financial transaction before it is executed

  • Accurately calculate the cost basis of your investments

  • Advise you on how much money potentially to convert from an IRA to a Roth IRA

  • Maximize tax efficiency of retirement plan distributions

  • Establish the right type of Trust for you with greater tax advantages

Free Tax Review | Free Audit Consultation
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