With 20 years of business experience in tax, accounting, and operational finance, Vertrauen can help with your financial and tax needs. Work experience includes Big 4 accounting firms, Fortune 500 corporations and smaller tax and local businesses. Whether you are starting your own business or have been running your operation for years, reach out to find out how we can provide you cost-effective solutions to help you save time and improve your bottom line.
Business consulting that suits your needs.
Vertrauen is an authorized IRS e-file provider with years of tax preparation and planning experience. As such, we are equipped to provide you with tax services that go above and beyond that of just completing and filing your return. Our goal is to help you to better understand your tax situation and develop tax planning strategies to minimize your tax liability in the future.
These are challenging times and we understand that your time, safety and security are of the utmost importance. To address these concerns, we offer tax meetings that can go from fully virtual to an in-office presentation. To protect your data and identity, we have partnered with our software provider to utilize the CCH Axcess Portal. This cloud-based solution provides the highest level of security and eliminates the need for risky email. Documents can be securely shared and authorized without you ever having to leave home. Our secure portal means that no matter where you are, we can securely complete your return with the personalized service you’d expect in person. Send us an email and let’s discuss.
Just some of the services we offer include full-service bookkeeping and accounting, monthly reviews, financial statement compilations, and answering questions about complex accounting treatments. Regardless of the level of service you need, our goal is to streamline your accounting processes to save you time, money and to provide you with financial information to help you to make the best decisions for your business.
Please contact us if you need assistance with any of the following:
If you are a new business, we can assist you in creating an integrated tax and accounting plan that will allow you to set up your business right the first time. We can show you how QuickBooks can give you the flexibility and information you need to manage your business. In addition, we can help you determine the best legal entity election for your business and show you how this election can impact your personal taxes.