Business Services
The certified public accountants of Francis & Associates use your accounting information to project potential tax liability for your business and for you, individually. We assist you in planning so that overall taxes are kept to a minimum, and after the planning process is complete, we prepare your business and individual tax returns. Our professionals complete many hours of continuing professional education each year, making sure that we are bringing you the high level tax expertise your business requires.
Our professionals can assist with:
- Tax Return Preparation
- Tax Minimization
- Closely-Held Business Planning
- Choice of Entity Planning
- Assistance with QuickBooks or other accounting software, including an overall review and clean-up of your accounting records in advance of your tax return preparation
Individual Services
Our professionals take great care in planning with individuals so that tax liabilities are minimized or avoided where possible. New clients receive a review of their prior year tax returns to ensure that appropriate deductions have been taken, and amended returns are processed if necessary. Individual services include year-end and quarterly tax projection preparation, annual tax preparation, stock option exercise planning, alternative minimum tax planning, passive activity planning, net investment income tax planning, and charitable giving planning.
Our professionals can assist with:
- Tax Return Preparation
- Tax Minimization
- Tax Planning and Projections
- Individuals whose situations have complex issues
