Tax Preparation

Completing a tax return should be easy. Understanding the ever changing complex laws and how they apply to you, make tax returns hard. We prepare hundreds of returns each year, utilizing continuing education and staying fascinated with the tax laws adds up to a lot of experience that we can share with you - reducing your worries.

Our task, whether it’s your company’s return or your personal return is to accurately minimize your tax liability to assist your cash flow. We take a long term approach focusing on cash flow and net worth building. In short, we don’t like the easy strategy of suggesting buying equipment each year and writing it off. That’s just giving your money to someone else in exchange for an item that will lose value. If you don’t want the money, stop making it. If you do, let’s work together to help you keep as much as possible.

We also look at the (IRS Form 1040 and all required State) returns from your view. You may not always remember deductions you took in the past or available this year, that’s why we are here.

J Bauer CPA PLLC prepares returns (IRS Forms 1120, 1120S, 1065, 990) for companies in many industries. The fields of agriculture, manufacturing, mechanic, medical, online retailers, nonprofits to name a few. Seeing many types of businesses allows us to share experiences and best practices across all of our clients. All individuals and companies are unique; however successful strategy’s can be used by all.

Bookkeeping

Clients request our assistance at varying levels regarding their bookkeeping needs. We work with clients to utilize their existing software or our own. We can work with you weekly, monthly, quarterly or annually; in-house or remote. Sometimes you just need a checkup of how you are doing. We have no limits of software preferences or schedules. We work with you giving you as much control over your books as you desire.

Our team has online marketplace experience. We have setup online accounts, negotiated terms, completed item and cost setup. Working with many online companies, which include amazon.com, walmart.com, target.com, etc. We know that sales tax can be an issue and we can help.

Our goal is to work with you to provide services helping you grow and accurate numbers for your decision making process.

Payroll

Above it is stated that income tax returns should be easy. Well, payroll and payroll returns are not. Payroll services we provide direct you what you need to do and how you should handle your payroll. All forms from W2s, W3, 940, 941 to 1099s are covered.

Our services range from setting you up to handle your payroll on your own or we can do it all for you. That easy.

If you provide your own bookkeeping services and would like us to review and make adjustments to them, as needed or at end of year, we can help.

Growing fast and need assistance with best practices and efficiencies with your bookkeeping and understanding reports, we can help with that too.

Tired of being shocked each year when you file your tax return? We suggest having your small business reviewed towards year end to understand the current year’s tax implications. Giving you an idea of what to prepare for.

About to enter retirement? We work in conjunction with your financial adviser to help you understand how much you should or should not withdraw each year. One common example we see: Many new retiree’s may not withdraw retirement account funds, living on their savings and social security. They may have no tax filing requirement or income being taxed at a very low rate. Choosing to wait to pull from retirement savings until required to distribute at 72 years old could be a valid strategy. This example may also provide the opportunity to withdraw money at zero or low tax rates and move it to other more liquid investments. Reducing the tax on future draws and the overall expected tax on the investment.

Start-ups and new businesses - you’ve got anxiety, we’ve got experience to share with you.

Your attorney or financial adviser ask you to consider the tax implications of a transactions - we can help.

IRS or State notices - we are skilled in working with all agencies in solving these stressful problems.