Accounting & Tax Services
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Services
Every business and individual is different, the services provided are personalized to suit your needs. Please feel free to schedule a free consultation to see how we can serve you!
Accounting & Payroll
Accounting services can be as much or as little as required, paying bills, invoicing, or just basic reconciling are just a few examples. Payroll processing, payroll tax forms, and more are available. Driftless CPA also works with 3rd party payroll processors.
Financials
Budgets/Forecasts
Monthly or Quarterly check ins on your business with consultation by email, phone or in person. In addition, Driftless CPA can help you plan ahead for future changes, purchases and more.
Business & Start Up
Consulting
Take some of the guess work out of your finances, whether a big change, new revenue stream or just confirming your on track for your goals, business consulting is valuable.
Looking to open a new business and overwhelmed with the long checklist to cover? Let Driftless CPA help cover the financial tasks while you focus on the rest.
Tax Planning
So many events in life can drastically change your taxes! Don't dampen a happy life event with a tax bill, do some planning and take steps to alleviate the stress.
Whether you are a statutory employee, have side income, bought or sold a house, had a baby, had a change in marital status, it never hurts to ask and see if you need to do some tax planning!
Business
Tax Preparation
Most small business owners are in a "pass through" entity, meaning that the business passing down to its owners. This makes your small business taxes have a direct effect on your personal taxes! Driftless CPA discusses the big picture relating how decisions in your business will change your personal taxes.
Individual
Tax Preparation
Tax softwares can help keep your return accurate but they are not intuitive, meaning they may still miss credits or deductions off your tax bill!
For small business owners, your business is going to affect your personal taxes, make sure you take advantage of all the legal deductions or credits you can!
Other tax situations can be hard to understand, like investments, rentals, and more! Consult Driftless CPA for advice!