SERVICES
OUR SERVICES
At Shaffer & Associates we understand that all clients are unique. We take the time to get to know you and provide the specialized services you need efficiently at affordable prices.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs. We offer full accounting and tax services including tax resolution, Quickbooks services and financial statement analysis and clean up. We specialize in small business returns of all types (sole proprietorships, S Corporations, C Corporations, Partnerships and LLCs) as well as both professional and personal rentals. We do all types of individual returns from basic returns to complex returns including but not limited to issues such as like kind exchanges, crypto, and foreign tax issues. We will be offering social security and retirement benefit planning and analysis in the near future. As a college professor of 15 years I also have experience working with students.
OUR SERVICES
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Individual Tax Preparation & Planning
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Special tax situation: students, seniors, military, just entered the workforce, near retirement and more. We can help.
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Complex tax situation: K-1s, foreign income, living abroad, multi state income, cryptocurrency and more. We can help.
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Rental Properties: all reporting, including Section 1031 exchanges, property disposition and more. We can help.
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Sole Proprietorship: all reporting, retirement contributions, home office and more. We can help.
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Basic tax returns: itemized deductions, credits or just a W-2. We can help.
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Foreign Income: expat taxes, foreign bank account, foreign source income and more. We can help.
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Bookkeeping
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Financial Statement Preparation
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Quickbooks Services
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Financial statement clean up
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Social Security and Retirement Planning and Services (coming soon)
