Tax Return Preparation
Our CPAs regularly participate in continuing professional education to stay informed to changing tax laws and proposed tax legislation at local, state, and federal levels.
Jack & Monte prepares returns for individuals, LLC’s, partnerships, s-corporations, corporations, non-profit companies, estates, and trusts. In addition to federal and state income tax preparation, Jack & Monte prepares various state and local business returns, including personal property tax returns.
Tax Planning
With the ever-changing economic landscape, tax planning is more important than ever. Jack & Monte can help businesses and individuals respond to their financial situation and minimize tax liability.
Our professionals will advise on newly promulgated tax laws and court decisions, develop year-end tax planning strategies alongside financial advisors, and calculate estimated tax payments.
Internal Accounting
We all know how important it is to track financial information in order to comply with the requirements of various governmental bodies and to make sound financial decisions. Jack & Monte can help with your internal accounting needs.
At Jack & Monte, we create and review financial books of record, provide QuickBooks training, and prepare various payroll forms.
Consulting
It is common for businesses and individuals to encounter an unfamiliar compliance situation. Our professionals will consult on an hourly or monthly basis to help you find a solution.
At Jack & Monte we provide advisory services related to tax notices, budgets, and transactions. Our team will perform cost segregation studies in order to appropriately classify tax assets to timely deduct depreciation.