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We can help take much of the worry and stress out of your financial life.

Our services include:

	Tax Planning & Preparation
	1031 Deferred Exchanges & Real Estate Analysis
	Payroll Preparation and Reports
	IRS & Social Security Problems
	Business Problem Solving
	Financial Statements
	Recordkeeping & Reports
	Business Advisory Services

Tax Planning & Preparation

We offer tax planning ideas for current and future tax issues. Whether you have W-2 income or own a business, we can assist you in tax saving strategies. In addition, we prepare individual, corporate, partnership, limited liability company, fiduciary, estate, gift, and information returns for Federal and all States. Electronic Filing is offered at no additional charge for returns we have prepared or we will transmit returns you have prepared for a fee.

1031 Deferred Exchanges & Real Estate Analysis

Selling investment property has some great planning opportunities by doing a 1031 tax deferred exchange. We work with you, your realtor and the facilitator to make sure the transaction meets the rules established by the IRS. Exchanging your property will defer the tax consequences and help you build your investment portfolio. In addition, we can help you analyze your current rental property or a potential acquisition. We work with landlords, property managers and realtors to maximize your returns and tax benefits.

Payroll Preparation & Reports

Processing your payroll on a monthly basis can include printing checks, calculating tax deposits, preparation of quarterly reports, W-2’s and 1099’s. We can tailor our service to fit your needs whether you require complete payroll service or assistance quarterly and annually.

IRS & Social Security Problems

Correspondence from any of the taxing authorities is confusing and frustrating. We can assist you in working through these difficult problems. Whether you have a tax audit, penalty assessment, offer-in-compromise, installment agreement or encounter problems with Social Security benefits, we can help.

Business Problem Solving

Starting a new business or managing your existing business can bring new challenges every day. We can help you choose the proper form of business structure, assist in loan applications, establish a business plan, analyze your financial statements, and help you as the "controller" of your business.

Financial Statements

If you need financial statements, we offer preparation of compiled, reviewed or audited statements. Helping you use these statements in managing your business is an important aspect of our service to you.

Recordkeeping & Reports

Your business records are an important part of a successful operation. We can assist you in designing systems to help you keep adequate records and in the preparation of agency reports. We also offer full bookkeeping and accounting services on a monthly basis.

Business Advisory Services

A second opinion can be helpful when you have problems to solve. We can assist you in reviewing a variety of issues from tax liabilities to IRS notices to analyzing your business operation.

The following calculators allow you to estimate some of your financial requirements and answer some of your questions.

Retirement Calculator
Education Funding Calculator

Please contact us for an introductory conference to see if we can assist you in your financial matters.

Receive a FREE tax-cutting brochure by calling or sending an e-mail!

Tarter & Associates, P.A.
Accountancy Corporation

208-336-9449
FAX 208-336-5559
jt@tarterpa.com

Mailing Address:
    P.O. Box 15588
    Boise, ID 83715-5588