Tax Planning and Preparation Services for Businesses and Individuals

Is tax preparation and planning a priority in your business?

If you aren’t proactively addressing tax planning, you may want to rethink your strategy – actually, your lack of strategy. After all, doesn’t your business change all the time?

With shifts in tax laws, the economy, and of course, your business, a fresh look at your accounting practices and tax preparation should be a yearly – or more frequent – occurrence.

 

How can Holland & Company help?

Not only do we offer tax preparation and planning services for small to medium-sized businesses and owners, we continually search for new and better ways to help our clients.

For instance, as your business grows and changes, should you hire additional staff? Or does it make more sense to outsource accounting functions? We’re here to help you determine which is most cost effective for your particular situation.

Our tax-related services include:

• Business Income Tax compliance for Sole-Proprietorships, Corporations, S-Corporations, Limited Liability Companies (LLC),Limited Liability Partnerships (LLP), Partnerships and Not-for-Profits
• Sales tax and Use tax compliance
• Payroll and other employment-related tax compliance
• Multi-state and international tax requirements
• Tax planning to minimize tax liability of the business entity and owner(s)
• Retirement planning and pension plan filings
• New tax laws/changes to existing tax laws
• Planning for new healthcare law excise and tax requirements

T.I.R.U.S. Portal – Powered by Thomson Reuters ®

One of the extra services you’ll find at Holland & Company is the T.I.R.U.S. (Tax Information Retrieval and Upload System) Portal. With it, you can upload and retrieve your tax information and documents electronically 24 hours a day, seven days a week from any computer with a high-speed internet connection.

What is a Portal?

A portal is simply an entrance to another site. Portals offer a secure way to get immediate access to information and tools online. If you’ve ever checked your banking information or personal investments online, you’ve accessed a portal — it’s that easy to use.

Why use the T.I.R.U.S. Portal?

• It is easy to use and you can access this portal from our website 24/7
• It is free
• It is secure – more secure than the United States Postal Service
• It is convenient – upload and retrieve tax documents and tax returns anytime
• It is storage – information is accessible online for four years and then it is permanently backed-up. Holland & Company holds onto the backup for an additional six years

Isn’t it time you take advantage of T.I.R.U.S. and the other client-friendly services Holland & Company offers? We’re here year-round to answer your questions and proactively help you take your success to the next level.The extensive industry-specific knowledge we bring is only a phone call away. As an added incentive, if we do your current year tax return, we’ll review the prior three years of returns for free.

Tax return preparation – when should you get help?

Have you ever wondered whether you are finding all the deductions you’re eligible for? Or whether an audit would find mistakes that result in increased tax liability?

To avoid tax return errors or missed opportunities, use a professional and licensed tax preparer. Calling a professional will not only can save you both time and money, it could minimize the chance of an audit.

 

A consultation is in order if any of these complicating factors apply to your situation…

• Investments/capital gains and losses
• Passive investments (investment partnerships)
• Real estate investments
• Rental properties
• Deferred compensation/stock options
• Job /career change
• Self-employed and/or business owner (S-Corp/LLC owner)
• Filing in multiple states
• International filing requirement
• Divorce/custody issues
• Bankruptcy/debt forgiveness
• Relocation expenses
• College-related expenses/deductions
• Non-reimbursed business expenses
• ROTH IRA conversions
• Pension /IRA deductions
• Health Savings Accounts (HSA)
• Gifting
• New tax laws/changes to existing tax laws

 

How can Holland & Company help?

The professional staff at Holland & Company combines years of tax and accounting expertise and experience with extensive resources to prepare your tax returns accurately. You’ll benefit from the price and reliable service of a smaller firm along with the value, resources and knowledge of a larger firm.

• Over 100 combined years of tax and accounting experience
• Over 25 years of IRS client representation
• Knowledgeable in Federal, International and all 50 States’ tax laws
• Industry knowledge continually updated
• All preparers are registered with the IRS
• Thomson Reuters award-winning tax software
• 24/7 access to a secure online web portal
• QuickBooks experts
• Over 20 years of successful Peer Reviews

With Holland & Company, you’ll receive unequaled customer service and value – and we don’t disappear after tax season. We’re here year-round to answer your questions and pro-actively help you take your success to the next level.

Schedule a consultation for planning and tax preparation today. As an added incentive, if we do your current year tax return, we’ll review the prior three years of returns for free. Give us a call!!!

 

Are you pro-actively planning for your financial success?

Tax laws change. Life situations change. When was your last financial or tax planning session? To realize your goals – both short term and long term – year-round communication with your advisor is vital. Not only will you keep abreast of what is new, you are in a better position to respond quickly to changes.

If you are trying to:

• Minimize tax liability
• Apply new and/or changes to tax laws to your situation
• Accelerate or postpone income
• Manage cash flow
• Plan for your financial future

Then plan now by consulting a competent financial and tax advisor. A solid financial plan is the bedrock for achieving peace of mind and financial success in the ever-changing economic landscape.

 

How can Holland & Company help?

The trusted authorities of Holland and Company have over 25 years of experience advising clients on money management and planning. We can help you with:

• Tax planning
• Financial planning
• College planning
• Estate and Trust planning
• Retirement planning
• Social Security Benefits and IRA Required Minimum Distribution (RMD) planning
• Long-term Care planning
• Life and Disability Insurance planning

Count on our years of experience, expertise, and our affiliation with financial planning professionals to find solutions for your biggest financial dilemmas. Our relationship with Optimal Wealth & Investments ensures that a qualified financial advisor can easily answer your questions.

Holland & Company plays an active role in national, state and local business and financial groups:

• American Institute of CPAs (AICPA)
• Illinois CPA Society (ICPAS)

These relationships mean you’ll receive the price and service of a smaller firm with the value, resources and knowledge of a larger one. As you strategize to take your success to the next level, tap into our knowledge and resources. Give us a call!