Services

Tax

 

With a combined 21 years in the field of taxation, PT Financial Management is here to help with all your tax needs. We prepare all kinds of tax returns including 1040's, 1120's, 1120S's, Sales Tax reports, local business personal property returns, and many others.

Theresa Thompson has her EA designation from the IRS and has seen many different taxation issues during her career. She is ready to help with any IRS issues you may have.
 

Wills & Trusts

 

Estate planning is one of the most overlooked items when planning for the future. Do you know what are going to happen to all your hard earned assets after you pass? If not it may be time to review your will and or see if you would like to setup a trust.

This is true for anyone with assets as the first question everyone asks is if the person that passed had a will so they can confirm if you have access to their funds or assets. This will ensure that your loved ones are taken care of the way you want them to be after your passing.
 

Payroll

 

Payroll can make or break a business. It must be done correctly and on time to ensure your employees are paid. Why concentrate on this when your time could be better spent concentrating on growing your business?

We offer payroll services that can be tailored to your business. We will also monitor your payroll expenses to ensure you are not paying anyone for more time then they actually worked.

 

Bookkeeping 

 

As a business owner you can combine this service with tax return preparation so you will know your tax return is ready when you receive your personal documents. You can also rest assured that the expenses have been properly categorized per the IRS rules and regulations.

Waiting until the end of the year to do all your bookkeeping is one of the worst things you can do for your business. We will monitor and prepare your P&L statements monthly, quarterly, or to what ever schedule best fits your businesses needs.

 

Advisory

 

A common business mistake is when an owner is doing all the work in their business instead of stepping back to manage and see the full picture of a growing business. Phillip Perrier knows this by personal experience through owning and operating his Liberty Tax offices.

We will come in and review your operations to ensure they are maximizing your income potential. We review your income and expenses and provide feedback with solutions to make your business profitable and help it grow.
 

Cash Management

 

Proper bookkeeping is the best way to keep track of where your money is going. This is true for business owners as well as individuals. It can be surprising how much an individual may spend on coffee each year until it is reviewed in detail.

Allow us to review your cash management and provide guidelines on how to better put your hard earned cash to work for you.

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