Services

shaking hands

Bookkeeping

Accurate and timely bookkeeping is the backbone of a successful business. Jeffrey R Wangsgard & Associates, LLC, provides a wide range of comprehensive bookkeeping services such as monthly or quarterly financial statements, bank reconciliations, and general ledgers. We are here to help you manage your business’ financial records. We also double as your for-hire CFO. You’ll get CFO advice and expertise that won’t cost you a CFO salary.

We understand that the tasks of managing bank reconciliations and maintaining your general ledger can be a time-consuming, administrative headache – we want you to focus on growing your business and let us take care of this burden. You may realize or have even experienced, bookkeeping errors can be costly and time consuming. Leave your bookkeeping to the experienced accounting professionals who understand the complexities of record keeping.

Just think about it… our bookkeeping services can help you improve your business’ overall financial health, spot opportunities for increased profitability, and better manage your cash flow… all without the headache.

Compilations

A compilation is the collection and presentation of financial information in the form of financial statements without the expression of assurance (ie. balance sheet, income statement, and statement of cash flows). Compilations are designed for private companies that do not have the need for audited or reviewed financial statements. Compilations are frequently prepared on an interim basis, monthly or quarterly, as well as annually.

QuickBooks Support

If you are like most businesses, you have discovered the power of QuickBooks financial software in helping you run your business. But are you getting the most out of this tool to gain the maximum benefit for your company? And is the time you spend in the back office time that could be better spent interacting with clients?

At Jeffrey R Wangsgard & Associates, LLC our QuickBooks specialists provide guidance from the installation and initial setup of your QuickBooks to tailoring it to meet your exact business requirements. Need a little clean up? No problem. We can assist you in correcting setup issues or help you address data integrity questions. Then to keep your business running smooth we provide QuickBooks health check-ups and customized training to help you become proficient with QuickBooks.

Tax Return Preparation

We prepare tax returns for a broad range of individuals, businesses, and organizations. We recognize the need for more guidance than you can get from meeting with a tax preparer one time a year; we believe in a proactive, relationship-driven approach to providing you with effective tax planning strategies and tax compliance consulting throughout the whole year. That means you can progress toward your goals with confidence, knowing that the direction we offer is based on our solid comprehension of the tax code as it applies to your specific situation.

Business Entities

In a world where tax laws are always changing you don’t want to put your business at risk with non-compliance. And believe us when we say, keeping up on the ever changing tax laws can be a full time job. It’s just a good thing we love it… our team of accountants keep up to date with these changes to help keep your business on track and keep you educated.

Jeffrey R Wangsgard & Associates, LLC offers a full complement of tax planning and compliance services for privately held companies including Corporations, partnerships, limited liability companies, trusts, estates, and sole proprietorships.

Our proactive approach focuses on identifying opportunities to minimize your tax liability and manage your tax risk; ultimately helping you to improve your bottom line.

Individual

At Jeffrey R Wangsgard & Associates, LLC we take pride in making sure you receive the personalized tax care you deserve. You’ll never be just a number or drop-off to us. We love sitting down with each and every client to discuss their individual tax needs. We make sure we are up to date on all new tax laws to provide you with the guidance to legally minimize your tax liability and maximize your refund.

Payroll

Don’t spend your time worrying about today’s complex tax laws and government-required reporting procedures. Let Jeffrey R Wangsgard & Associates, LLC take the pain out of your payroll management. No matter how large or how small, your company can benefit from having an outside payroll service. Our payroll specialists are ready to help you with your payroll needs today.

Our payroll department offers: check writing, direct deposit, management reports, tax filings, including Federal and State quarterly filings, state unemployment wage reporting, garnishment management, and year-end reporting, including W-2s, W-3s, 1099s and 1096s,.

Give us a call to see how we can help with your payroll needs.

Let Jeffrey R Wangsgard & Associates, LLC take the payroll hassle off of your hands so you can get back to doing what you do best: running your business. You aren’t a payroll specialist and you shouldn’t be expected to be one… that’s our job.

Our payroll professionals provide a variety of payroll solutions to streamline your payroll process, improve productivity and simplify administration. We manage the time-consuming tasks of payroll processing and employee payroll tax filing. Whether you are a small “mom & pop” operation or a large businesses, we tailor our payroll services to meet your needs.

Staying current on constantly changing tax and unemployment laws and regulations, meeting strict government deadlines, and avoiding costly fines and penalties can be a hassle for a company of any size. Jeffrey R Wangsgard & Associates, LLC calculates and pays the federal taxes utilizing the required Electronic Federal Tax Payment System (EFTPS) and files your payroll tax returns automatically.

Jeffrey R Wangsgard & Associates, LLC payroll solutions ensure that your payroll needs are met on time, every time.