Learn More About Our Services


Tax Preparation Services

Tax Preparation and Planning

Take the stress out of tax time.

Our firm has the expertise to provide you with the services that you need.  Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

Our office provides many services, including the following:

  • Individual Tax Preparation
  • Business Tax Return Preparation 
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Tax & Education Planning
  • Out-of-State Returns
  • Business Start-Ups

We prepare tax returns for individuals and businesses in a variety of states, as clients move from our local area to other states for job changes and retirement. 


Accounting Services

Accounting & Bookkeeping

Small Business Accounting Made Easy.

Whether you are a start-up business, a growing business or a mature corporation, we have the expertise to help you.  Through prompt and timely service, along with an intimate knowledge of the rules and regulations, we can keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches that come with owning a business.

We can handle it all, from your payroll needs to banking and check writing.  If you’re having issues preparing your financial statements, we can tackle them for you. You name it…we can do it!

Why hire staff?  Let Fred J. Adams, CPA do your monthly bookkeeping at a fraction of the cost of a full-time employee.

We perform vital accounting functions, such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, financial statement preparation and financial analysis.

Financial Statement preparation services (compilation and review level reports) are available for businesses of all sizes.. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared on a timely basis. 

When you retain our services, we make it a priority to learn your goals and operations quickly so we can hit the ground running. Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.

QuickBooks

Whether you are new to QuickBooks or a veteran user, have perfect books or a complete disaster, want to use all the features or just get by on the basics, using the Desktop version or the Online version...we are here to help.

Here are some of things we offer:

  • New Company File set-up
  • Conversion to QB Online
  • One-on-one Training
  • Data Correction
  • Problem Solving
  • Date Entry
  • Bank Reconciliations
  • Monthly/Quarterly/Annual Maintenance
  • Clean-up Financial Transactions
  • Invoicing/Bill Payments

​​We are very experienced in all aspects of each version of QuickBooks and are looking forward to assisting you in finding the help you need.

Payroll

Managing payroll may not seem like a critical task until something goes wrong. It can be time-consuming, but, more importantly, it requires a good knowledge of the tax laws and deposit rules.

We can simplify the payroll process for you.  We assist in all areas of payroll and can provide full-service payroll duties upon request.  Your only responsibility is to obtain and provide employee data, such as the hours worked and other related information.  Upon receipt of your data, we’ll take it from there.

We offer a wide range of services, which include the following:

  • Checks or Direct Deposit for Your Employees
  • Payroll Reports
  • Quarterly Tax Forms
  • Year-End Tax Forms
  • Tax Deposit Services
  • W-2s and 1099s

Other Services

Tax Problems

Are you having problems with the IRS?

Before you call one of the large advertisers claiming to solve your problems for pennies on the dollar, take the time to talk to your trusted, local expert.  

We have many years of experience dealing with various taxing authorities. We have achieved a level of competence that can ensure our clients that they are being properly represented before the various federal and state tax agencies

We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and, of course, extremely discrete.

We can help you with the following:

  • Wage Garnishment
  • Bank Levy
  • Threatening Letters
  • IRS Audit Notification
  • Non-Filing
  • Back Taxes
  • Liens
  • Offers-in-Compromise
  • IRS Seizures
  • Innocent Spouse

 

Business Entity Planning

Choosing the form of entity of your business (e.g. “S” Corporation, LLC, sole proprietor…) is a crucial decision that can have major tax implications, positive or negative. We will assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Send Us a Message

We would love to hear from you!

864-458-8151 Fax: 864-458-8198 info@fredjadamscpa.com

Get clarity on your tax and accounting situation