Tax Preparation

As a full-service tax provider, Burt & Lace can provide you with professional Tax Planning throughout the year and Tax Return Preparation for your business, family, and individual taxes. Our comprehensive Tax Return Preparation service includes a review of your financial situation to ensure your tax returns meet your filing requirements and incorporate advantageous tax laws.

Tax Planning

Tax planning and preparation go hand in hand for our individual and business clients at Burt & Lace. We keep up-to-date on the latest laws, regulatory changes, and tax trends to identify key tax planning opportunities to minimize your current and future tax bills. We are committed to helping you meet your tax-planning goals and working with you throughout the year to ensure your personal and business financial goals are met.

IRS Audit Representation

An IRS audit can be a stressful event that may have a major impact on your business, family, and personal life. At Burt & Lace, we are here to advise and assist you from the moment you receive an audit letter through the closing of the audit. Our experienced team will help you understand your rights and ensure that you are only providing the IRS with the information you are legally required to provide and nothing more. Our goal is to manage your audit from start to finish to help you focus on the important things.

Tax Problems

We are here to help you resolve any tax problem that you are facing. Out firm will provide you with a detailed investigation into your situation and work with you to mitigate your penalties.

Financial Statement Compilations

Compilations are the most basic level of assurance service and follow basic requirements of professional standards. At Burt & Lace we can help clients prepare financial statements for compilation. Compiled financial statements are most commonly prepared for smaller organizations that do not need a high level of assurance such as audit or review.

Bookkeeping

Burt & Lace provide a wide range of services that fit the needs of any business. Whether you need an annual overview of your financials or full accounting of your business finances, we can accommodate your needs. Some of our services include

• Monthly/Quarterly/Annual Financial Statements
• Client Directed Data Entry
• Bookkeeping Entry Secondary Reviews
• Sales Tax Returns
• Payroll Tax Returns
• Software Advisement

Payroll Tax Compliance

If you’re a new business with your first ever employees or a decades old company looking for a new way to pay your employees, Burt & Lace will help you find a Payroll Solution for you. Burt & Lace offers quarterly and annual payroll tax reporting to federal and state agencies.

Incorporation

Choosing the right type of entity and tax structure can play a major role in the success of your business. At Burt & Lace, we can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your organization.

Business Consulting

We want you to look towards Burt & Lace as an education resource. With our years of experience in a wide spread of industries we have the ability to assist your company with a wide variety of needs from day-to-day operation to income analysis.

Estate Planning

We will work with you to design a customized estate plan. We can help review wills, trust instruments, and schedules of assets and can recommend an assortment of planning vehicles to best conserve your estate while attempting to reduce tax liability.