Accounting and Tax Services
Accounting Services for Business
Bookkeeping / Payroll – We offer complete payroll services, bank statement reconciliation, and other bookkeeping services on a consistent basis.
Financial Statements – We encourage preparation of business financial statements on a monthly or quarterly basis. However, preparation of balance sheets, statements of income, retained earnings, cash flow statements, and supplementary information can be done annually as well.
Business Tax Services – We prepare all IRS forms (941, 940, 1099, W-2, and others) and state tax obligation forms, including state withholding deposits and returns, unemployment compensation deposits, sales tax returns, and other tax planning and consulting.
Income Tax Services
Individual Tax Return Preparation – We prepare individual, partnership and corporate tax returns. Our goal is to turn your tax return around as quickly as possible.
Tax Planning & Compliance – Avoid penalties, maximizing cash flow needs
Business Advisory Services
Consulting Services – We partner with our clients to help them reach financial success and create strategies that drive growth and profits.
Business Entity Selection – We assist new or existing businesses with choice of business entity including analysis of tax ramifications, legal protections and employee benefit options. We will submit federal and state applications for identification numbers.
Business Planning – We help new or existing businesses lay the groundwork for business success. We meet with business owners to determine their short and long-term plans and develop a business plan that will guide them for future success.
Software Assistance – Quickbooks & Peachtree
We use the latest, state-of-the-art tax and accounting software programs to ensure information is accurate. Learn from our professionals so you can do the same thing with your business.
Business Programs – Service Agreement
As your “trusted business advisor” our business clients find tremendous value in our monthly / quarterly service agreement program. We partner with you to manage your accounting needs so you don’t have to worry about it.
How is Allcox & Associates different from other accounting firms?
Client-Oriented: Personal service is our bottom line. We are available to business owners to review your monthly balance sheets and financial statements. We can provide professional advice on business issues to help you make the right decisions.
Accessible: As a regional CPA firm in northeast Wisconsin, with branch offices in Green Bay and Manitowoc, Allcox & Associates depends on prompt responsiveness to your requirements. We will even come to your office if that’s your preference.
Convenient: To make your accounting easier, Allcox provides pick-up and delivery service to either pick up your records or deliver them back to you. That saves you time so you can focus on what you do best, and that’s run your business successfully.
Knowledgeable: The Allcox & Associates staff accountants keep up on their continuing education credits to stay abreast of changes in the accounting profession, especially tax laws. Allcox uses the most comprehensive, up-to-date software available to process your information promptly.
Value Added: While some accounting firms may charge less or more than Allcox & Associates, we pride ourselves on our engagement agreements with clients and our sincere desire to help you succeed by showing you where you can enhance your bottom line.