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Professional Tax and Financial Expertise

At Newman's Investment & Tax Services, we are committed to providing you with top-quality financial and tax solutions tailored to your specific needs.

Saving You Time, Money, & Stress

Tax Services

Our tax services cover a wide spectrum to ensure your financial well-being:

Individual Tax Preparation: Simplifying the Complexity of Individual Tax Returns, Ensuring Accuracy and Maximum Deductions
Sole Proprietors (Schedule C Businesses): Expertise in Navigating the Unique Tax Requirements of Sole Proprietors, Including Schedule C Businesses
Corporations (C Corporations and S Corporations): Comprehensive Tax Support for Both C Corporations and S Corporations, Optimizing Your Tax Position
LLCs and Partnerships: Specialized Tax Services Designed to Meet the Unique Needs of Limited Liability Companies (LLCs) and Partnerships
Not-for-profit Entities: Ensuring Tax Compliance and Financial Stability for Not-for-profit Organizations
Multi-state Tax Returns: Managing the Complexities of Multi-state Tax Filings to Prevent Costly Errors
Gift Tax: Providing Guidance and Support for Navigating Gift Tax Regulations
Sales and Use Tax: Expertise in Sales and Use Tax Regulations to Help You Meet Your Obligations Efficiently
Tax Planning and Projections: Strategic Tax Planning to Optimize Your Financial Position and Reduce Tax Liability
Business Start-ups: Assisting New Businesses in Making Informed Financial Decisions From the Outset
Copy, Fax & Notary Service: Offering Convenient Ancillary Services to Streamline Your Administrative Tasks

Virtual Tax Preparation

We understand the modern challenges of tax preparation. Our virtual tax preparation services bring efficiency and convenience to your tax filing process. Our tax professionals are well-versed in the latest tax codes and forms, ensuring your returns are completed accurately and on time.

You will have access to the TaxesToGo app, for convenience in providing documentation. Once we have received your documentation, we will contact you. If you do not hear from us, please let us know.

Accounting

Our accounting services provide you with the financial clarity needed to make informed decisions. We offer:

Audits/financial Statements: Thorough Audits and Precise Financial Statements to Help You Assess Your Financial Health.
Payroll Services: Reliable Payroll Management to Ensure Your Employees Are Compensated Accurately and on Time.

Business Entity Selection

Choosing the right business entity is a critical decision. We guide you through the selection process, helping you choose the structure that aligns with your goals and minimizes tax liability.

Notary Services

Our notary services are designed to simplify document notarization, ensuring that your important paperwork is properly authenticated.

Audit Maintenance Pro

Audit Maintenance Pro™ will support all major forms for 3 full years. For one flat, low fee, each taxpayer receives the best service possible. Feel confident that you will be covered by experienced CPAs and EAs. Audit Maintenance Pro staff will review any and all correspondence received from the IRS, making your year worry-free.

Keeping Up With the Tax Laws is Our Commitment

Tax laws are in a constant state of flux, making it challenging for individuals and businesses to stay current. Our dedicated team of professionals keeps a vigilant eye on tax legislation, ensuring your compliance and identifying opportunities for tax savings. We make it our mission to provide you with the most up-to-date information and strategies to minimize your tax liability.

At Newman’s Investment & Tax Services, we take pride in offering personalized, expert financial and tax services. Let us help you navigate the complexities of your financial journey with confidence and ease.

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