Learn More About Our Services


Accounting Services

Bookkeeping

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 Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Other Services

Financial Planning

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.

Business Valuations

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

Notary Public

 

We do provide Notary Public Services to existing and new customers.  Please call to make an appointment and to discuss requirements.  508-987-3600.

 

Remember to never sign the documents you need notarized until you are in front of the Notary Public.  The Notary is witnessing the validity of your signature and that the document was signed without duress.  

 

 


Tax Preparation Services

Individuals

A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Income Taxes

Tax return preparation, tax planning and tax forecasting services for individual and small business clients is a core competency of our firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Due to COVID-19 our Tax prep, drop-off and pick up looks a little different this year, but is very effective, safe and working to keep all of us safe while getting the work done.  

We will hold meetings via ZOOM or over the phone this year.  

Please see the forms below for tax return drop off information and procedures.

Tax prep forms:

Drop off procedure

Drop-off/Mail in information form

 

Send Us a Message

We would love to hear from you!

508-987-3600 office@pbsfinancial.com

Get clarity on your tax and accounting situation