Services

Your money. Our integrity.

Taxes, Accounting, Payroll, and Financial Services

From Corporate and Personal Accounting to all variety of Tax Preparation and Counseling, Capital and Worth brings a wide spectrum of financial planning knowledge and experience to its roster of services. What makes us truly unique is our commitment to finding the perfect solution to help clients reach their financial goals.

Tip: click on each service to expand it or to collapse it.

Individual Taxes

Everyone’s situation is different. Our staff can accommodate your specific needs for tax planning and preparation. We maximize your return and give you peace of mind.

Our personal tax services include:

  • Tax Planning
  • Tax Return Preparation of Forms 1040, 1040A and 1040EZ
  • Estate Tax Return Preparation

At Capital and Worth, we help you make informed decisions about your taxes: “What tax benefits am I eligible for?” “What personal items can I deduct?” “Should I pay annually or quarterly?”

When it comes to taxes, you want a tax firm that is both dependable and trustworthy.

How can we help you today?

Individual Accounting

At Capital and Worth, we give you a team of professionals focused on your financial success and peace of mind, year-round.

Our individual accounting services include:

  • General Bookkeeping
  • Budget Management
  • Personal Financial Statement Preparation

How can we help you today?

Individual Financial Planning

At Capital and Worth, we provide objective and client-centered financial planning advice. Our proper savings and investment programs allow you to reach your financial goals and protect your family’s future.

Our financial planning services include:

  • Retirement Planning
  • Investment Resources
  • Long-term Care Planning
  • Estate Planning
  • Divorce Financial Planning

At Capital and Worth, we teach our clients to live for today while planning for tomorrow. Our goal is to see all of our clients succeed.

How can we help you today?

Tip: click on each service to expand it or to collapse it.

Corporate Taxes

Whether you own a mom-and-pop store, a mid-size company or a multi-tiered corporation, Capital and Worth can accommodate your needs for tax planning and preparation.  Let us do the tax work for you so you can get back to business.

Our business tax services include:

  • Tax Planning
  • Tax Return Preparation of Federal Forms 1120 and 1120S and State Forms
  • IRS Audit Representation

How can we help your business today?

Partnership Taxes

Capital and Worth is an authority on partnership tax implications. We understand ownership shares, state laws regarding business legal entities, and all pass-through issues.

Partnership tax services include:

  • Federal and State Income Taxes (Form 1040, Form 1065/K-1)
  • Self-employment Taxes (including Schedule SE & E)
  • Other Employment Taxes (Workers’ Compensation, Unemployment)
  • Property Taxes
  • State Sales, Excise, and Franchise Taxes

Capital and Worth breaks down partnership taxation step-by-step to make sure you are in compliance with each tax rule. Let us do the tax work for you so you can get back to business.

How can we help your business today?

LLC Taxes

Limited Liability Company owners report business income and losses on their personal tax returns. Capital and Worth can help organize and manage the specialized tax needs of a partnership or sole proprietorship.

Our corporate accounting services include:

  • Tax Planning
  • Tax Return Preparation of applicable Federal Form 1040,1065, 1120, or 1120S and State Forms
  • IRS Audit Representation

How can we help your business today?

Corporate Accounting

Our clients view us as their business partner. At Capital and Worth, we maximize profitability and minimize tax burden by handling all of your accounting needs. We provide you with monthly reports that provide a quick and accurate picture of your business activity.

Our corporate accounting services include:

  • Business Plan Preparation
  • Bank Loan Assistance
  • Bank Reconciliation
  • QuickBooks Training
  • Financial Statement Preparation
  • Monthly or Quarterly Operating Statements
  • Monthly or Quarterly Write-Up
  • General Ledger Report

How can we help your business today?

Payroll

Capital and Worth is a trusted and accessible payroll business partner to hundreds of clients.

“At Capital and Worth, we take on the administrative burden of your payroll so you can get back to running your business.”

Kim Gilbert, Payroll Specialist, Capital and Worth.

Each pay period, we provide you with:

  • Payroll Checks
  • Direct Deposit Vouchers
  • Deduction Checks
  • Check Register
  • Tax Liability Report
  • Department Summary Report
  • Delivery of Checks and Reports

Optional payroll services include:

  • New Hire Reports
  • General Ledger Reports
  • Gross-to-Net Calculations
  • PTO Accruals
  • Workers’ Compensation Reports

How can we help your business today?

Non-Profit

The IRS uses very specific revenue and expense classifications to decide if your organization will keep its tax-exempt status. Capital and Worth can help you build your accounting systems around these classifications and handle all the IRS reporting for you.

Our tax services include:

  • Tax Planning
  • Tax Return Preparation of Federal Forms 990 and 990-EZ
  • IRS Audit Representation

How can we help your business today?

Retirement Plan

Administrators of retirement plans are required by law to file certain forms and reports with the IRS and the Department of Labor. Capital and Worth can manage your reporting and disclosure requirements regardless of your plan’s type, size and circumstances.

Our tax services include:

  • Tax Planning
  • Tax Return Preparation of Federal Form 5500
  • IRS Audit Representation

How can we help your business today?