Our Professional Services
How We Help You Succeed
Comprehensive Accounting & Tax Services
We are a full-service CPA firm offering a complete suite of services to manage your finances with precision. Our services include:
Tax Services
Strategic tax planning and preparation for individuals and businesses.
Our firm’s tax services are designed to help clients build and protect their wealth through proactive tax planning and strategic financial guidance. We offer services for individual tax preparation and planning to address the unique tax implications that come with life events such as marriage, purchasing a home, or planning for retirement. For businesses, we provide business tax preparation to ensure accurate and compliant filings for sole proprietors and small business owners. We also offer advisory services on business structures to maximize tax efficiency.
Bookkeeping
Efficient and accurate management of your daily financial records.
Estate Planning Tax Implications
Moulton and Turner assists clients with the intricate tax implications of managing trusts and estates. We offer trust and estate taxation services, focusing on compliance and planning strategies. The firm's expertise includes estate tax planning to minimize estate taxes and preserve wealth for future generations. We also provide assistance with tax filings, trust and estate accounting, and other financial responsibilities.
Payroll Services
Streamlined payroll processing to ensure your employees are paid on time and accurately.
Business Tax Planning Strategies
Moulton and Turner provides guidance on several key strategies for business tax planning:
• Optimizing Business Structure
• Maximizing Deductions and Credits
• Record-Keeping