Incompass: Tax, Estate & Business Solutions

Services

Whether you are just starting a business, or have an established one, we can provide the services needed to take the burden off of you and allow you more time to run your business.  If paying bills, doing bank reconciliations and keeping up with your financial records seems a bit overwhelming….let us do it for you.

If your small business is in need of a more effective system for managing your company’s financial data, we can help.  We specialize in helping small businesses minimize tax liabilities and increase after-tax income and profits.

Do you have all your receipts in a box?  Do you need financial organization in your life? Have you put off your bookkeeping and taxes for far too long?  If so, we can help.  As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

We offer a comprehensive array of accounting and bookkeeping services, as well as full service payroll and consulting for HR and employee benefit plans tailored to your individual needs.  Our goal is to make things as easy as possible for you and we want you to know everything you can about your own business or personal situation.

We can develop a business plan for you to minimize taxes, while creating a legal structure for your business that protects your personal assets from any business liability—a business plan that correlates with your estate plan and makes provisions in case you experience an unexpected decline in health, or sudden death.  And a succession plan for when you are ready to hang it up.  Our business plans encompass the BIG picture.

Incompass Tax, Estate & Business Solutions stands ready to help you succeed in business.  We want to be your one-stop source for all your personal and business financial needs.

In addition to tax preparation and business consulting, we offer:

  • Audit and representation in tax matters before the Internal Revenue Service
  • Incorporating and Entity Formation
  • Corporate Maintenance (See our compliance area)
  • Individual Financial Profile (IFP): See Estates
  • More….