At Gearity CPA PLLC Tax season ebbs and flows, but it never ends. I offer year-round tax services for the following entity and return types:

• Individual (1040)– includes Single Member LLC’s, Sole Proprietorships & Rental Income
• Corporations (1120 and 1120-S)
• Partnerships (1065)
• Trusts & Estates (1041)
• Gifts (709)

In addition to providing tax estimates with your tax return preparation, I offer tax planning services for individuals looking to get ahead of their tax bill.  We can arrange quarterly or annual tax planning meetings where we can project your taxable income for the year and plan to make estimated tax payments.  Proper planning is just as important as getting your taxes filed on time.  If done thoroughly and consistently it will give you the confidence to make informed financial decisions to maximize your growth potential. 

Capturing real-time financial data will enhance your decision making.  I can help you choose an accounting system that will ensure your financial data is accurate and complete and maximize your operational efficiency.  As a Certified Quickbooks ProAdvisor I can assist you in your accounting clean-up, offer technical accounting assistance, and consult on how to set up or improve your record keeping.  As an experienced payroll specialist, I can recommend third party services or facilitate the setup of payroll software solutions to maintain payroll compliance.  I also provide assistance in filing Forms 1099-NEC and 1099-MISC.  

Based on your needs we can arrange to meet periodically to review any of the following:

• Income Statement and Balance Sheet Fluctuation Analysis 
• Statement of Cash Flows
• Budgeting
• Breakeven Analysis
• Forecasting

The entity type you chose impacts your profit sharing, taxes, legal liability, reporting requirements, level of ownership, and other areas of your business.  I can prepare the state and federal forms necessary to structure your organization to optimize tax savings and get the flexibility you need.  

The entity type you chose impacts your profit sharing, taxes, legal liability, reporting requirements, level of ownership, and other areas of your business.  I can prepare the state and federal forms necessary to structure your organization to optimize tax savings and get the flexibility you need.  

With a Power of Attorney, you can authorize me to respond directly to the IRS and state tax authorities to respond to notices, address penalties and fulfill audit requests.