Jeff Goepfert, CPA

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Services offered

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Note: this is not intended to be an all inclusive list.


Tax Services Offered:

Preparation of individual income tax returns.

Preparation of business tax returns including corporation (all forms), partnership, and limited liability company returns.

Comprehensive tax planning.

Preparation of tax projections and "what if" scenarios.

Representation of clients during tax examinations and response to tax agency correspondence.

Tax advice related to martial dissolution.

Consultation and advice related to all tax matters.



Business Services Offered:

Quick Books Consulting.

Lease versus purchase analysis.

Assistance in budget preparation.

Accounting and bookkeeping training for staff.

Internal control consulting.

Development of accounting checklists and accounting manuals.

Consultation for the selection of accounting staff.

Preparation of business plans.

Consultation related to the purchase or sale of a business.

Analysis of accounting systems.

Analysis of feasibility and applications studies.

Business succession planning.

Preparation of loan packaging.

All forms of tax preparation and planning.

Chief Financial Officer duties.