Burkhart, Peterson & Company

Businesses >> SALES & USE TAXES

The world of taxation becomes more detailed and confusing with each passing year. It is a discouraging trend that fewer taxpayers and businesses are able to handle their own reporting obligations as the tax code becomes more complicated. Those of us willing to spend the time to prepare our own tax returns may be doing ourselves a disservice just by making an attempt, as one minor oversight can add up to thousands of dollars, even on a low income return.

At Burkhart, Peterson & Company, we handle all types of tax-filing needs. Our professionals routinely prepare returns for individuals, partnerships, s-corporations, c-corporations and limited liability companies (LLCs). All of our clients' needed income, payroll and sales tax work (and countless other types of tax return needs) can be prepared in-house by our professional staff.

Our firm takes the necessary steps to be sure that your tax return is as complete and accurate as possible. In addition to carefully reviewing the tax information that you bring to us, we also take several other steps to help you avoid potential problems and to maximize tax savings. Among those common extras are the following:

  • Annual income summaries are obtained and referenced (when available) through the taxing authorities so we know what W-2s, 1099s, etc. have been reported under your identification numbers;
  • An extensive interview is conducted to be sure that business bookkeeping or expense summaries do not omit valid deductions, such as amounts paid by cash or amounts that can be substantiated with alternative forms of documentation instead of receipts; and
  • A careful checklist is followed to confirm that we have asked you all of the reasonable questions about possible exemptions, downward adjustments to income, itemized deductions, non-refundable credits and refundable credits.

Contact our office to discuss your recurring tax filing needs.

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