Businesses

BUSINESS NEEDS

Let’s talk about your business goals! At Wolff & Taylor, P.C. we can help develop the best strategy for your business. Finance and tax can be complicated and confusing; we do our best to simplify our clients’ needs in a way that encourages financial growth. By working with an AICPA accredited CPA firm such as Wolff & Taylor, we can provide the guidance and expertise that your business needs to takes advantage of all appropriate deductions and credits. Our goal is to build relationships with our clients and develop an understanding of their business so that you can grow, build, and maintain a successful business. Here are some of the services that we provide for our clients:

 

  • Income Tax Planning & Preparation
  • Property Taxes
  • Sales Tax
  • Payroll Tax
  • Business Depreciation
  • Unemployment Taxes
  • Accounting Software Selection & Implementation
  • Audits, Reviews and Compilations
  • Business Succession Planning
  • Business Valuations
  • Cash Flow & Budgeting Analysis
  • Cash Flow Management
  • Forensic Accounting Services
  • Litigation Support
  • New Business Formation
  • Non-Profit Organizations
  • Pension & Profit Sharing Plans
  • Small Business Accounting
  • Strategic Business Planning

BUSINESS TAX

Wolff & Taylor strives to become not just your financial advisor, but also your trusted business consultant. We work to foster a relationship where you can discuss, in confidence, all your business issues, strategies, and long-term goals, allowing us to provide you with the best support possible.

Tax Management Services


At Wolff & Taylor, we guide our clients through a full range of tax planning and preparation decisions with strategies that keep your business on track to its financial goals, and keep money in your business’ bank. Our expertise, experience, and thorough research allow us to optimize financial opportunities to be found in existing, as well as recently altered, tax laws. We are knowledgeable and up to date on the tax laws, and can make sense of your receipts, bills, and notices.

Trusts & Estates


Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Wolff and Taylor’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Bookkeeping/Write-Up


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Wolff & Taylor can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks Accounting Help and Assistance


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Wolff & Taylor can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, setup, and use it properly. We don’t just help you use the software, we help you use it more efficiently, and more effectively.

Wolff & Taylor offers the following solutions to help you meet your QuickBooks needs:

 

  • Training – We train you personally! Either one-on-one or several individuals within your organization at your company’s location.
  • Installation – We install QuickBooks on your computer or in a network environment, in either single or multi-user mode.
  • Setup – We assist new QuickBooks users with initial setup, including: Preferences, Lists, Customers, Vendors, Employees, Banking, and Reports.
  • Support – Our QuickBooks support service can assist you with any installation, setup, or operation assistance you might need. We also help experienced users manage their businesses more effectively.  Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
  • Review – Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts, and reports. This review ensures that you receive timely, relevant, and reliable financial information. We also inform you of any corrections, adjustments, or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.