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Tax Return Preparation & Filing

CarterDillonUmbaugh LLC prepares federal and state returns for individuals; trusts and estates; small businesses and corporations; and not-for-profit groups.

 


"The Best Way to teach your kids about taxes is by eating 30% of their ice cream." - Bill Murray


Advanced Tax Planning / Strategic Analysis & Review

Business owners, highly compensated professionals and families with exceptional net worth or appreciated assets often find themselves in an expensive tax position. CarterDillonUmbaugh LLC provides comprehensive tax planning involving proper implementation of corporate structure; multi-generational planning; asset management; and integration of business interests that can legally limit tax liabilities.

 


"In America, there are two tax systems: one for the informed and one for the uninformed. Both are legal." - Judge Learned Hand


Payroll Services

Payroll is often the single largest expense facing business owners. You want to make sure your payroll is accurate, timely and compliant. It’s vital that the amount of taxes are correct and you are not overlooking any opportunity for savings. CarterDillonUmbaugh LLC can provide payroll assiatnce in various levels of service, depending on your needs. We provide: payroll processing, filing forms 941, 940, WH-1, UC-1; prepare and file 1099s and W-2s; bonus and benefit calculations; garnishments; and out-of-state payrolls.

 


"It's not what you pay a man, but what he costs you that counts." - Will Rogers


Bookkeeping

Rather than spending your valuable time on things that don’t directly generate income for your business, as a business owner you can be better served putting your expertise and talents to use operating your business. CarterDillonUmbaugh LLC can assist in performing the bookkeeping functions of your business. These would include recording of checks and deposits in your accounts; reconciling bank accounts; generating balance sheets and income statements; and cleaning up your general ledger.

 


"Ideas are easy. Implementation is hard." - Guy Kawasaki


Quickbooks Set-up & Training

Keeping accurate records is essential in measuring the success of your business and properly preparng tax returns and other required documents for businesses. QuickBooks is recognized as the number one accoutning software used by small businesses today. And although QuickBooks is designed to be easy for nonexperts to understand, the initial setup and installation can be complicated for some and must be done correctly. On-going training is often requested by users. We typically teach our clients in a one-on-one setting,using their own data.

 


"Money is like gasoline during a road trip. You don’t want to run out of gas on your trip, but you’re not doing a tour of gas stations." - Tim O’Reilly, O’Reilly Media founder & CEO

 


Business Valuations

Objective business valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of businesses and organizations.

 


"You can make a lot of mistakes and still recover if you run an efficient operation. Or you can be brilliant and still go out of business if you're too inefficient." - Sam Walton, founder of Walmart


Business Start-Ups

Carter Dillon & Umbaugh can help with all business startup needs. As a one-source financial solutions firm, we provide all business startup accounting services for small and medium-sized businesses. Whether you need a bookkeeper, accountant, or business advisor, an entire accounting department or simply a virtual CFO, we work with your particular needs, investigating and understanding your particular situation and providing the solution that makes the most sense. Some of the services we provide include:

• Entity Selection & Structuring
• Accounting Software Analysis
• Chart of Accounts Implementation
• Payroll Setup
• Business Entity Application & TID Number

 


"If opportunity doesn’t knock, build a door." - Milton Berle