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.
Individual Taxes
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.
Individual Accounting
Our individual accounting services include:
- General Bookkeeping
- Budget Management
- Personal Financial Statement Preparation
Individual Financial Planning
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.
Corporate Taxes
Our business tax services include:
- Tax Planning
- Tax Return Preparation of Federal Forms 1120 and 1120S and State Forms
- IRS Audit Representation
Partnership Taxes
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.
LLC Taxes
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
Corporate Accounting
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
Payroll
“At Capital and Worth, we take on the administrative burden of your payroll so you can get back to running your business.”
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
Non-Profit
Our tax services include:
- Tax Planning
- Tax Return Preparation of Federal Forms 990 and 990-EZ
- IRS Audit Representation
Retirement Plan
Our tax services include:
- Tax Planning
- Tax Return Preparation of Federal Form 5500
- IRS Audit Representation