Auditing & Accounting
We provide clients with audited, reviewed and compiled financial statements, as well as agreed upon procedure reports, financial projections and forecasts.
We service a wide range of clients, from small to large.
Tax Planning & Compliance
Our tax planning services encompass corporate and partnership planning, fiduciary and estate, individual taxation and fringe benefit plans. We also advise on tax issues related to choice of legal entity and tax conservation strategies.
Management & Business Consulting
Business planning, business group and organization planning, retirement plan type consulting, and more.
Small Business Services
We assist our small business clients with business and corporate tax returns, preparation of financial statements, monthly write-up services, payroll tax reporting and W2 preparation.
We offer professional advice and provide representation before the Internal Revenue Service and state revenue agencies.
retirement planning services
Through our relationships with other firms, we provide clients with full retirement planning services for qualified and non-qualified retirement plans. We also help clients look at the eventual distribution of their retirement assets.
Our clients have access to insurance and other financial products and services. We strive to protect our clients' interests and live up to their expectations by putting the client first in selecting quality products. Whether it is retirement planning, estate planning strategies, business succession planning, or tax conservation strategies, we are here to build and maintain long-term relationships based on integrity and responsiveness. By asking questions and understanding their concerns and needs, we help clients select appropriate products and services to help achieve their personal, business and financial objectives.
Tax preparation & Bookkeeping
We help both individual and business clients with a variety of tax preparation and bookkeeping services.
- Individual Federal & State income tax returns
- Estate, trust & fiduciary tax returns
- Business Corporate income tax returns (1120, 1120S, Sole Proprietor)
- General bookkeeping & reconciliations
- Gift tax returns
- Non-profit tax returns
- Payroll processing & quarterly/annual return filings
- Sales tax filings
Through our business relationships with the LA Tax Advisory Group, LLC (LATAG) team, we are able to help coordinate an efficient, customized approach to address various forms of tax, market, longevity and/or financial risk.
Contact Taylor & Matthews today!
Interested in learning more about how we can utilize our expertise to simplify your financial and accounting needs? Contact us to schedule an appointment today.