TAX PREPARATION AND PLANNING

We provide a full range of tax preparation and planning services.  These services include all federal and state filings for the following:

• Individual taxes

• All business entity taxes

• Trust, estate, and gift taxes

• Sales taxes

• Payroll taxes including W-2’s

• 1099 preparation

Sullivan and Johnson, Ltd takes pride in their expert and timely tax preparation services.  We stay current on all new tax laws and industry changes through our access to online research tools as well as many related publications.  We are always here to assist you with any tax related questions or concerns you might encounter.

ESTATE PLANNING

Years of experience in the field of estate planning have provided us with the knowledge and insight needed in this important area.  We concentration on the tax and financial implications of estate planning. And, we work with many attorneys in the area so that you can receive comprehensive estate planning services.

ACCOUNTING

Sullivan and Johnson, Ltd offers a wide variety of accounting and bookkeeping services.  These services include but are not limited to the following:

•  Reviews of financial statements

• Compilations of financial statements

• Bookkeeping services

• QuickBooks setup and ongoing support and assistance

• Assistance with a variety of other accounting software packages

 We have experience helping small businesses and entrepreneurs with all their accounting needs.  Our expertise spans many industries including construction contractors and manufacturers.  No matter the industry or the size of your business, our personalized service and expertise will provide you with outstanding financial accounting service.

BUSINESS CONSULTING

We specialize in providing services to small businesses.  We can help your business with a variety of tax and cost saving options.  Also, we can help you work through difficult or unknown issues confronting your business.

The business consulting services we can provide to your business include:

• Review of your operations to suggest cost saving opportunities

• Cash flow analysis and forecasting

• Up to date tax minimizing options or opportunities

• QuickBooks ProAdvisor