Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. Our Fees start at $60 per hour.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to review your bookkeeping and then develop and finalize accurate and timely financial statements.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become. We offer monthly and quarterly payroll services.

The monthly service is a convenient and low maintenance tool. For a monthly fee of $60.00 (for up to five employees), you simply email your employee’s hours and hourly wage at the end of each pay period and we will report back to you with the amount of their paycheck. This amount already includes the taxes removed from their gross pay; direct deposit is available for a nominal fee. You will receive a pay stub for each employee so you have a written record of the payroll transaction; your employees will have access to their pay stubs and year-end tax documents via the internet. You would then be advised via your client portal of your monthly payroll deposits which are done electronically through EFTPS which is connected to your financial institution. All of the set up work is completed by us. Each quarter, Willow Creek Tax LLC will complete your filing requirements. At the end of the tax year, we will issue Forms W2 to your employees.

Monthly Service includes the preparation of the following tax returns and payroll deposit information:

  • Payroll for Employees (Bi-Weekly)
  • Monthly Federal Tax Deposit (Electronic Debit)
  • Monthly State Tax Deposit (Electronic Debit)
  • Form 941, Employers Federal Quarterly Tax Returns
  • State Quarterly Employers Tax Returns
  • State Quarterly Unemployment Tax Returns
  • State Quarterly Unemployment Tax Deposit (Electronic Debit)
  • Federal Quarterly Unemployment Tax Deposit (Electronic Debit)
  • Federal Form 940, Annual Federal Unemployment Tax Return
  • Federal Form W2 (Annually)
  • Federal Form W3 (Annually)
  • New Hire Reporting

The quarterly service is $100.00 per quarter (for up to five employees) and allows you to calculate your own payroll checks using worksheets that we provide. The worksheets are delivered to us through your client portal on a monthly basis and we determine your monthly deposits and advise you via your client portal the amount to be withdrawn from your bank account each month. This option allows you to save money, but the work to determine the correct amount of your employee’s paychecks is your responsibility. At the end of each quarter, Willow Creek Tax LLC will complete your filing requirements.

At the end of the tax year, we will issue Forms W2 to your employees. Your employees will have access to their pay stubs (after the fact) and year-end tax documents via the internet.

Quarterly Service includes the preparation of the following tax returns and payroll deposit information:

  • After-the-Fact Payroll: Client uses worksheets provided by Willow
    Creek Tax LLC
  • Monthly Federal Tax Deposit (Electronic Debit)
  • Monthly State Tax Deposit (Electronic Debit)
  • Form 941, Quarterly Federal Employers Tax Return
  • State Quarterly Employers Tax Return
  • State Quarterly Unemployment Tax Return
  • State Quarterly Unemployment Tax Deposit (Electronic Debit)
  • Federal Quarterly Unemployment Tax Deposit (Electronic Debit)
  • Form 940, Annual Federal Unemployment Tax Return
  • Form W2 (Annually)
  • Form W3 (Annually)
  • New Hire Reporting

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Retirement and Social Security Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

When and when not to start drawing Social Security has become a crucial tax decision. Let us help you overcome that hurdle. We will provide you with facts about Social Security and how it will affect your current financial position. We will try and make your retirement a little bit easier.

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Sales and Use Tax Services

State and local tax authorities are looking to maximize sales and use tax collections. We can help you understand and manage your sales and use tax obligations and prepare sales use tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We take pride in the fact that we keep current through continuing education classes and take the time to research areas of concern to understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Tax services offered include, but are not limited to:

  • 1040 Individuals
  • Sch C Business
  • Sch E Rentals
  • Sch F Farms
  • 1120 Corporations
  • 1120 S Corporatoins
  • 1065 Partnerships and LLC’s
  • 990 Non Profit
  • 1041 Estate
  • 709 Gift Tax

We are able to accurately prepare your returns through the mail, email via our secure client portal and fax. So no matter where you are located we can help you out and provide services for you.

It works like this; in late November you are provided with a tax organizer to use to help prepare for the upcoming preparation of their individual and business income tax returns. Along with the tax organizer collecting data you will want to include documents such as W2s, 1099s, 1098s, Schedule K1s, brokerage statements, student loan interest, etc.

When you have gathered all your tax information, you should deliver to our office the tax organizer and the various tax documents at least 2 weeks prior to us setting up an appointment so that we can ensure that all information is included in your return during your scheduled appointment.

Tax returns are completed in the order in which they are received in our office. Generally, you can expect your tax returns to be completed within a 10 to 15 business days; provided all requested documents have been included.

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Call today to schedule an appointment!