James J. Baker, CPA

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Services

Income Tax Preparation
Trust or Estate Tax Preparation
Electronic Filing Capabilities
Financial Statement Preparation
Payroll Services
Computerized Bookkeeping
Computer Software Consulting
Government Form Preparation
IRS Problem Resolutions
Financial Planning & Advising
Corporation, Partnership and LLC Set-up
Not-For-Profit Organization
Tax Free Exchanges
Family Limited Partnerships

Income Tax Preparation

Our office specializes in income tax preparation. We prepare individual, sole proprietorship, partnership, corporate, fiduciary, and non-profit tax returns.

Internal Revenue Service
http://www.irs.gov
Indiana Department of Revenue
http://www.state.in.us/dor

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Electronic Filing Capabilities

We offer electronic filing of tax returns for faster refunds.  Eligible clients could have their personal federal tax refund in one or two days.

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Payroll Services

Whether a client has one employee or one thousand, we can prepare weekly, bi-weekly, or monthly payroll. We will obtain the required federal and state identification numbers and prepare the required periodic payroll tax forms. We can assist clients in maintaining their own payroll, or we can prepare the entire payroll ourselves.

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Computer Software Consulting

We can offer support for a wide variety of the latest software programs, including Quickbooks, Microsoft Office (Word & Excel), and Netledger. We can also help introduce clients to the world of the internet. We provide setup, training, and support for these programs.  We have also experience with Quicken, Peachtree, Internet Explorer, and several other accounting application programs.

Intuit - http://www.intuit.com
NetLedger  - http://www.netledger.com

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IRS Problem Resolutions

For clients who are having difficulty in any area regarding the Internal Revenue Service--including back taxes, unfiled taxes, payment plan set-up, and unresolved errors--we offer the wisdom gained in years of experience dealing with these specific situations.  We can assist in communications, document preparation, and the detailed process of preparing for an audit.

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Corporation, Partnership and LLC Set-up

To help prevent clients from paying too much self-employment tax, we offer incorporation feasibility evaluations that are customized to clients' various situations.  We can help clients understand business incorporation and file all of the relevant federal and state forms.

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Tax Free Exchanges

We offer advice to clients regarding how to delay or roll over gains from their sales.

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Trust and Estate Tax Preparation

We assist clients in all of their trust and estate tax needs, beginning with an agenda of necessary steps.

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Financial Statement Preparation

We prepare accurate financial statements that comply with the Generally Accepted Accounting Principles (GAAP) for clients based on their monthly, quarterly, or annual needs, for business or personal use.

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Computerized Bookkeeping

We can provide on-site assistance to help clients determine their computer technology needs.  We can assist clients making the transition from a paper/ledger-based accounting system to a state-of-the-art computerized accounting system.  One consultation is all it takes to assess a client's bookkeeping needs.

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Government Form Preparation

We can assist clients in preparing a wide variety of government forms, documents, and applications.

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Financial Planning & Advising

Whether our clients' financial needs are business related or personal, we offer planning and advising experience in all areas of financial matters, including loan advising, cash flow forecasting, and determining tax obligations and projections.

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Not-For-Profit Organization

If a client is already tax exempt, or if a client is trying to obtain tax exempt status under IRS Section 501(c)(3) or 501(c)(4), we can help.  We can prepare annual federal and state tax returns and help clients meet all filing requirements and maintain proper records.

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Family Limited Partnerships

We can help clients share their assets with their family members by determining the benefits offered by Family Limited Partnerships.

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James J. Baker, CPA
321 North Illinois Street, PO Box 969
Monticello, IN 47960  (219) 583-7477
http://www.jamesjbaker-cpa.com

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