Our Services
We handle everything related to your taxes, ensuring you comply with laws while maximizing deductions for individuals and businesses, helping you save money and stay organized come tax time.
Business Tax Preparation
We’re here to support small businesses, offering comprehensive tax solutions tailored to your unique requirements. Let us handle the numbers so you can focus on growing your business. Trust us to navigate the complexities of tax regulations, ensuring you receive every deduction you deserve.
Personal Tax Preparation
Tax laws are complex and frequently change, so staying up-to-date and providing accurate information to our clients is key. Our seasoned experts ensure your tax obligations are met while maximizing your returns. Your financial well-being is our priority.
Trust & Estate Tax Preparation
We understand this can be difficult for you and your family. Working with our clients to help them make necessary decisions regarding Beneficiary Designation, Special Bequests, Asset Protection, Charitable Gifts, Business Transition Planning.
Small Business Services
Accounting & Bookkeeping Service
Outsourcing these bookkeeping services to a professional service provider or utilizing user-friendly accounting software can be particularly beneficial for small businesses. Some of these services include bank reconciliation, A/P & A/R entries, and financial reporting.
Payroll Processing & Payroll Suppport
Payroll processing and support are critical components for small business operations. We ensure employees are paid timely and accurately. Payroll can be processed weekly, bi-weekly, or monthly. We will also process all federal, state, and local taxes on behalf of our clients.
Year End Processing of 1099’s & W2’s
Generating and distributing W2’s and 1099 forms on a timely basis to businesses owners.
Small Business Consulting
Advisory services offering basic financial advice and guidance on budgeting for small business growth. Also providing insights into cost-saving measures.
Tax Planning
Strategic Tax Planning
We help you to stay informed about current tax laws changes and identify new opportunities as well as potential risks.
Tailored Packages for each Client
Aligning with your overall goals and building a tax strategy that works for your industry. We regularly review and update your tax strategy to adapt with current tax laws.
Minimize Tax Liability
Timing of income recognition is everything. Knowing when to defer income to a later tax year or to deduct an expense for current year.
Maximize credits, deductions, and exemptions
We identify for our client’s available tax credits and deductions best suited for their situation. This might include research and development credits, energy efficient incentives and any other applicable tax breaks.
QuickBooks Accounting Software Services
QuickBooks Software Set-Up:
Our QuickBooks Experts can create a company file, export existing data, create a chart of accounts and set up payroll.
QuickBooks Training
Educating our clients is essential to our client’s success. Training, trouble shooting, updates and upgrades are all part of our training solutions.
QuickBooks Consulting
Involves seeking the expertise of a professional that specializes in QuickBooks software. We offer remote consulting services for businesses in different locations providing assistance via online meetings.
New Client Discounts
Join our team and receive a discount on your monthly QuickBooks online subscription.
Take the first step towards financial success with Sandy Kagan Tax and Accounting. Whether you're an individual seeking tax guidance or a small business in need of comprehensive accounting services, we have the expertise to drive your success.