Broker Check

Tax Preparation

We offer a wide array of tax strategies for individuals and business owners. We customize our services to meet your current and future needs. We provide peace of mind that your tax preparation expectations will be met and handled by an experienced team of professionals. With quick turnarounds and cutting edge software, our clients can trust our team to handle all their tax needs.

Tax Returns

  • We prepare federal, in-state, and out-of-state income tax returns for individuals, and small businesses.
  • Tax Planning & Projections We review your current year income and deductions, compare to prior years, and offer advice on estimated tax payments, equipment purchases, or any other issues that would affect your income tax situation.

Payroll

  • With our payroll service, you no longer have to reorganize your work life to complete
    Quarterly forms, do payroll calculations and write checks. Quarterly and Annual forms are e-filed to the appropriate agencies when they are needed. 


Secure File Pro

Secure File Pro

“SecureFilePro™ is a secure client file exchange web portal, letting you and your clients exchange confidential documents securely and conveniently. Spend less time printing, faxing, emailing or mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.” -Drake Software

Why use SecureFilePro™? If you don’t want to mail or drop off documents, we can create a Secure File Pro™ account for you. We highly recommend this method because of the security it grantees compared to email. All you need to do is send us an email letting us know you would like an account. You would then receive an email to create a password. From there, you and I can send encrypted files back and forth. 

For a short video of how to use Secure File Pro, Click HERE.

Payroll - Powered by Surepayroll

Payroll - Powered by Surepayroll

You know that payroll is an integral part of any business; a smooth payroll process is a sign of a healthy
business and is critical to retention, employee engagement and, of course, compliance.

Payroll is a necessity for any business—you have to pay your employees, make the right tax deductions
and then get everything paid and filed on time. This is a big task for small business owners and it isn’t how you should be spending your time.

LPL Financial does not provide tax or accounting services. Tax and accounting services are available through Marshall Planning, LLC.