HomeClient Services

A full range of services, delivered by people who know your name.

Because our firm is relatively small, our clients benefit from personalized quality service that is beyond comparison. The list below is by no means all-inclusive, so please ask about a service if you do not see it here.

Sidney, Nebraska · Since 1984

(308) 254-2001

Monday to Friday, 8:00 am to 5:00 pm MT

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Tax Services

01

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current developments in the tax laws to minimize both your current and future tax liabilities.

02

Tax Preparation

Our significant investment in computerized tax preparation and research software lets us accurately and efficiently prepare returns for individuals, corporations, partnerships, trusts, estates and not-for-profit organizations.

03

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that assures our clients they are properly represented before the various federal and state tax agencies.

04

Sales Tax Services

State and local sales tax requirements change constantly. We help you understand and manage your sales tax obligations, prepare returns, and stay compliant across jurisdictions.

Accounting Services

01

Bookkeeping / Write-Up

Meaningful, well-organized financial records keep your business running efficiently and are the foundation of a successful company. We keep your books current, accurate and ready for decisions.

02

Payroll Services

We help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner, so you can focus on running the business instead of chasing deadlines.

03

Financial Statements

We prepare timely, accurate financial statements and can help you use them as a management tool for making informed financial decisions.

04

Audits, Reviews & Compilations

We provide financial reporting at all three levels of assurance. Audits offer the highest level of assurance, reviews provide limited assurance, and compilations present information supplied by management without assurance.

05

QuickBooks Setup, Support & Training

Setup, cleanup, and one-on-one training so your team can run day-to-day bookkeeping confidently, with our office a phone call away when questions come up.

Consulting & Planning

01

Business Entity Selection

Sole proprietorship, LLC, partnership, S corporation or C corporation: the entity you choose has enormous tax and liability consequences. We help you evaluate the trade-offs and choose the right one.

02

Business Startup Services

From registrations and accounting setup to payroll and first-year tax planning, we help new Nebraska businesses start on solid footing.

03

Business Succession Planning

Effective succession planning facilitates a smooth transition with the least amount of tax paid, whether you are handing the business to family or selling to an outside party.

04

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for a surviving spouse, and can reduce or eliminate the tax due on the transfer.

05

Financial Planning

A personal financial plan looks at where you are today, where you want to be, and the practical steps between the two, coordinated with your tax picture.

06

Retirement Planning

Successful implementation and review of a retirement plan ensures that you will have the financial resources to live comfortably through retirement.

Not sure which service you need?

Tell us what is going on and we will point you in the right direction, even if the answer is that you do not need us yet.

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