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Services

State Street Tax & Accounting Advisors provides a wide range of services to individuals and businesses in a variety of industries. At State Street Tax & Accounting Advisors, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Planning & Return Preparation

At State Street Tax & Accounting Advisors, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Tax Audits & Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Accounting/Write-Up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. State Street Tax and Accounting Advisors can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Quester One Payroll Services

Quester One payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment, and quicker preparation of tax returns. Premium features included, but not limited to: Convenient Easy 24/7 Access Private Client Portal Remote Data Entry Direct Deposit Remote Check Printing Tax Filings & Payments Detailed Payroll Reports New Hire Reporting Private Employee Portals Pay as You Go Workers' Comp

Quickbooks Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

State Street Tax & Accounting Advisors offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. State Street Tax and Accounting Advisors combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Business, Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. State Street Tax and Accounting Advisors's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Business Valuations

The range of needs for valuing businesses continues to widen, and State Street Tax and Accounting Advisors can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

International Taxation

Our experience with the taxation of United States companies doing business abroad and residents working abroad as well as foreign corporations doing business in the United States or foreign citizens working in the United States has provided us with an extensive base of knowledge in the area of international taxation.

TASC AgriPlan & BizPlan

State Street Tax has partnered with TASC to bring an opportunity for tax savings to the small farmer and business owners. AgriPlan and BizPlan Clients save an average of more than $5,000 a year on their taxes! The key to these savings is the ability to declare medical expenses as a business expense, rather than a personal deduction. AgriPlan is a Section 105 Health Reimbursement Arrangement (also known as an HRA) that enables qualified small business owners to deduct federal, state, and self-employment taxes for family medical expenses. If you are a family farmer and are able to hire your spouse as an employee of your business, AgriPlan can help you and your family save thousands of dollars each year. Ask State Street Tax for any questions and see if you qualify!


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