Services

Services

Bowers Financial Services specialize in income tax preparation for individuals, from simple W-2 income to more complicated returns involving rentals, royalties, retirement income and more. We also offer income tax services for businesses, including sole proprietorships, Non-Profits, partnerships and corporations.   


In addition, we offer accounting and bookkeeping services, preparation of tax forms for sales, usage, and personal property tax.  

We provide a wide range of services.

Personal Tax Return Preparation  

- Personal federal (Form 1040) and state income tax returns 

- Sole-proprietorships (Form 1040 Schedule C) 

- Investment real estate (From 1040 Schedule E) 

- Investment activity (Form 1040 Schedule B & D) 

- Trust tax returns (Form 1041) 


Business Tax Return Preparation  

- C-Corporations 

- S-Corporations 

- Not-for-Profit Organizations 

- Partnerships/LLC 

- Sole-Proprietorship

   
Tax Planning & Advice for Individuals   
- Create Personal Financial Plans (based on client’s objectives) 

- Retirement planning (including Roth conversions) 

- Offer in Compromise to IRS 

- Education planning (including tax incentives) 

- Tax strategies for the New Year 


Accounting / Bookkeeping Services
- Record monthly all business transactions 

- Reconcile bank statements 

- Monthly Trial Balance, Profit & Loss, and Balance Sheets 

- Year End statements used in preparation of income tax returns 

- Fixed asset and depreciation tracking 

- Prepare Sales and Use tax returns   


Notary Services
- Notary Loan Signing Agent 

- General Notary Public Service