Financial Services
At THB, we provide tailored accounting services to meet your needs. Whether that is tax planning, business consulting, or comprehensive accounting solutions, we have you covered. Our experienced team ensures accurate and efficient handling of your financial matters.
Our goal is to simplify your life by taking care of time-consuming back-office work. We believe your time is best spent running your business or enjoying your personal life. With us managing your accounting needs, you can regain control of your time and trust that your financials are in capable hands, providing you with a greater work-life harmony.
Whether you're a business owner, freelancer, or individual seeking personal accounting services, we are dedicated to delivering exceptional service and personalized attention. Let us handle the numbers while you focus on what truly matters to you.
Contact us today!
BUSINESS ACCOUNTING & TAX
Flat Rate Pricing
CFO Advisory Services
Business Tax Planning & Preparation
Paperless Filing & E-Filing
Client Portal & Document Management
Bookkeeping Services
Budgeting & Forecasting
Financial Reports & Statements
Payroll & Employment Tax
Tax Preparation & Filing
PERSONAL TAXES
Individual Tax Preparation
Federal & State Filings
Retirement Tax Planning
Business Accounting & Tax
EMPOWER YOURSELF
&
YOUR BUSINESS
Partnering with a reliable accounting firm allows you to spend quality time with your team, rather than being tied down with financial record-keeping and analysis.
Never miss out on the enjoyment of an extended weekend or a holiday with the family. THB is here to provide you with the necessary support to restore the harmony between work and personal life. We specialize in addressing your business bookkeeping and accounting requirements. With our strategic and tactical approach, you can say goodbye to those frustrating hours spent chasing variances, auditing financial numbers, and spending time NOT focused on things you enjoy.
ACCOUNTING SERVICES
Recognizing the fact that accounting and financial matters may not always be your primary focus as a business owner, we invite you to entrust the day-to-day details to our capable team. We adopt a strategic and well-rounded approach to offer you a comprehensive overview of your business. Our Accounting Services package is designed to cater to all your financial requirements, ensuring no aspect is overlooked. You have the flexibility to purchase individual packages or bundle them together based on your specific needs, which may include some of the following options:
- Business Operations & Documentation
- Cash Flow Planning
- CFO Advisory Services
- Company Fringe Benefits
- Corporation/LLC Income Strategies
- Entity Structure Planning
- Income Shifting Strategies
- Independent Contractors-Employee Analysis
MONTHLY ACCOUNTING
& TAX PACKAGES
Our suite of Accounting Services offers personalized packages at a fixed monthly rate, inclusive of the following:
- Accounts Payable Processing
- Annual Tax Meeting
- Business Tax Return
- Cash Flow Planning
- Financial Statements
- Monthly Reconciliations/Accounting Review
- Payroll Processing
- Personal Tax Return
- Sales Tax Reporting
- Tax Planning
- Tax Review
- 1099s
Personal Taxes
More Freedom for Memorable Moments
Imagine having the choice between spending the first few weekends in spring enjoying the warmer weather with family and friends or being trapped at your computer, wrestling with tax-related challenges. The decision is clear. Whether you're a busy family seeking time- saving solutions, a recent retiree navigating changing complexities in your taxes and income, or someone with a unique life situation, you'll value the flexibility, affordability, and precision we offer. We will assist you in avoiding common pitfalls associated with tax returns.
PERSONAL ACCOUNTING SERVICES
Tax Planning
We blend cutting-edge technology with in-depth knowledge of the latest tax regulations, along with extensive experience, to ensure you have a robust tax strategy. Whether it's assisting you in developing an investment-friendly plan or providing guidance on tracking deductions and charitable contributions, we serve as your dedicated accounting partner.
State & Federal Income Tax Returns
Our tax return process is designed to be accurate and efficient, ensuring that you receive the maximum deductions possible. It starts with a user-friendly, step-by-step worksheet that helps us gather all the necessary information. To provide personalized assistance, we schedule a personal meeting with your accountant. From there, we electronically prepare your tax returns, including all the required forms.
Retirement Tax Strategy
Strategic Planning for Income and Taxes in Retirement
After years of saving, the time has finally come for you to retire. Our team of tax experts can collaborate with your financial planner to provide insights into how your Social Security benefits and retirement funds may impact your tax situation. We aim to help you optimize these distributions while you embrace your newfound leisure time. Our services include:
- Maximizing your ability to earn additional income while safeguarding your Social Security benefits.
- Minimizing debt during your later years while ensuring you have the necessary funds to enjoy life.
- Utilizing your assets creatively and appropriately to fund specific needs, such as healthcare, travel, or home improvement projects.
RESOURCES
Useful Accounting & Tax Assistance
As an added advantage for our clients, we have compiled a comprehensive collection of resources to assist you in staying informed about the latest accounting and tax updates. This page provides links to State and Federal tax resources that will aid in your preparation for the upcoming tax season. Additionally, you can conveniently download commonly used accounting, payroll, and tax forms. If you would like more information regarding your specific accounting or tax situation, please don't hesitate to contact us or schedule an appointment!
TAX RESOURCE LINKS
About Us
With over 25 years of experience, our team brings a wealth of knowledge and expertise to the table. Our certified public accountant (CPA) and enrolled agent (EA) qualifications ensure that we are well-equipped to handle a wide range of accounting and tax-related matters.
Whether you are in need of a reliable "tax home" or are interested in exploring our Flat Rate Accounting Services, we are here to serve as your trusted local partner. We understand the importance of personalized attention and tailored solutions, and we strive to meet the unique needs of each client.
At our firm, we firmly believe that our success is not only attributed to the quality of our work, but also to the relationships we build with our clients. We prioritize providing excellent customer service and aim to foster long-term partnerships based on trust and mutual understanding.
By choosing our team, you can expect a dedicated and experienced group of professionals who are committed to delivering exceptional results and exceeding your expectations. We look forward to the opportunity to work with you and support your accounting and tax needs.
We're Here
Our Team is always ready for some coffee, and a virtual meeting.
Contact
Let's talk
(262) 444-0154
