Learn More About Our Services


Other Services

Tax Planning - Business and Personal

Here's How to Beat the IRS. Legally!

To minimize your taxes, you need a plan.  You need concepts and strategies that leave more on your bottom line, without raising "red flags" or straying into "gray areas."

It doesn't matter how good your current accountant is with a stack of receipts on April 15.  If you haven't p;anned right, by April 15 it's just too late.

Have you organized your business right? Do you have the right benefit plans for yourself and your employees?  Do you have the right retirement plan to prepare for your future?  Are you taking advantage of all the legitimate deductions, credits, loopholes and strategies the tax code has to offer?


Tax Preparation Services

Income Tax Preparation and Planning

Preparing income tax returns is what we do!   Call or click today and we'll help you get all the deductions you deserve. As a Certified Public Accountant and an Enrolled Agent I'm ready to show how many of my clients have benefited from using a professional tax preparer.

 
Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Here's what your get...

  • Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
     
  • Your tax return can be filed electronically so you will get a refund back quicker.
     
  • Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
     
  • We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

Business Services

Business Services

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.


Financial Coaching

Financial Coaching

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.


Send Us a Message

We would love to hear from you!

240-271-7543 Fax: 301-760-4179 keith@coletaxservices.com

Get clarity on your tax and accounting situation

Call 240-271-7543