We offer a full range of accounting and tax services to small businesses and individuals. See "Our Services" page for more details on how we can help you. We are a full-service accounting office available when our clients need us. We pride ourselves on being responsive to client's needs and unlike many "tax preparers", we are available throughout the year to assist you with tax planning and to answer questions which might come up during the year.
Call us at 517-278-2261 or email wkurtz@carlsonacctg.com and let us begin to help you with your business accounting and payroll needs, as well as your personal tax return preparation and planning.
Call us at 517-278-2261 or email wkurtz@carlsonacctg.com and let us begin to help you with your business accounting and payroll needs, as well as your personal tax return preparation and planning.
Services
We work with a number of businesses to facilitate accounting, tax and payroll for their business.
We adapt our services to meet the needs of our clients and the capabilities/availability of their staff.
For some clients we are their "Bookkeeper" and record all transactions.
For others we provide oversight to what their internal staff is already doing.
The key is to partner with our clients to make sure their needs are met.
Many of our clients utilize QuickBooks, including QuickBooks Online.
We are a Gold member of the QuickBooks Pro-Advisor program.
We adapt our services to meet the needs of our clients and the capabilities/availability of their staff.
For some clients we are their "Bookkeeper" and record all transactions.
For others we provide oversight to what their internal staff is already doing.
The key is to partner with our clients to make sure their needs are met.
Many of our clients utilize QuickBooks, including QuickBooks Online.
We are a Gold member of the QuickBooks Pro-Advisor program.
We prepare and Efile tax returns for a number of individuals.
Many of our clients are small business owners, landlords and farmers filing a Schedule C, Schedule E or Schedule F.
Our tax service includes year-round consultation so if your situation changes, we are available to discuss with you and make whatever adjustments are deemed necessary.
There are no additional fees for this service.
Our tax preparation fee varies by specific situation but starts at $125. a great value considering we are available 12 months of the year should your tax situation change or if you have questions about something that may impact your tax situation.
Many of our clients are small business owners, landlords and farmers filing a Schedule C, Schedule E or Schedule F.
Our tax service includes year-round consultation so if your situation changes, we are available to discuss with you and make whatever adjustments are deemed necessary.
There are no additional fees for this service.
Our tax preparation fee varies by specific situation but starts at $125. a great value considering we are available 12 months of the year should your tax situation change or if you have questions about something that may impact your tax situation.
If you are planning to continue to work after you start collecting social security, be aware that some of your social security may be taxable.
Each situation is different, but up to 85% of your social security could be taxed if you continue to work.
Much confusion remains regarding the Premium Tax Credit (PTC) and health insurance.
The PTC is calculated based on an ESTIMATE of your gross income for the year.
When you actually file your tax return for the year the PTC is re-calculated based on your ACTUAL gross income.
Each situation is different, but up to 85% of your social security could be taxed if you continue to work.
Much confusion remains regarding the Premium Tax Credit (PTC) and health insurance.
The PTC is calculated based on an ESTIMATE of your gross income for the year.
When you actually file your tax return for the year the PTC is re-calculated based on your ACTUAL gross income.
Bill has been a CPA for 30+ years and has a wide range of financial management and accounting experience.
His experience includes banking, higher education and small business.
Yvette has been with the firm for over 15 years providing hands on assistance to our clients, as well as handling most of the day to day business accounting and payroll services we provide our clients.
Bill started this business almost 40 years ago and continues to work with clients and is enjoying semi-retirement.
Dianne has worked in this office as an administrative assistant since 2017.
His experience includes banking, higher education and small business.
Yvette has been with the firm for over 15 years providing hands on assistance to our clients, as well as handling most of the day to day business accounting and payroll services we provide our clients.
Bill started this business almost 40 years ago and continues to work with clients and is enjoying semi-retirement.
Dianne has worked in this office as an administrative assistant since 2017.
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