✓ Individualized Service
✓ Personal & Professional Tax Preparation
✓ Full-Service Bookkeeping
The Leader in Tax Preparation in Madison, Florida!
At Arrowhead Taxes & Bookkeeping, LLC we know that everyone’s financial situation is different. From those starting up a new business to families navigating their yearly tax returns, our tax preparation expert is here to help. Trust Mark Branham, CFP® to help you make the right decisions today.
Personalized Tax Preparation
Tax preparation can be a daunting task for some folks. At Arrowhead Taxes & Bookkeeping LLC, Mark is uniquely qualified, as a former financial advisor, to help you understand the ins and outs of tax planning and preparation.
He will always strive to offer the best possible savings on your tax bill.
Three Decades of Expertise
While Arrowhead Taxes & Bookkeeping LLC, is a new business, we have over 30 years of experience in handling everything from tax preparation to bookkeeping.
Mark has been assisting clients since 1987, and he has cultivated a reputation for always putting his clients first. He currently works with businesses and individuals in handling:
- Personal Tax Returns
- Small Business Returns [Corporations, S-Corporations, Partnerships, Estates & Trusts, Exempt Organizations]
- Federal & State Income Tax Preparations
- Tax Forms 1040
- Business Tax Forms 1120 & 1120S
Detail-Oriented Bookkeeping
Aside from tax preparation, Mark has the tools and expertise to manage all of your professional bookkeeping needs.
From mom-and-pop shops to big businesses in the area, we can help you account for all of your income and expenses while making plans for the future.
Mark is here to help with:
- Monthly Posting
- Daily Reconciliation
- Full Service Payroll
- Federal Tax Deposits
- Quarterly State + Federal Payroll Tax Returns
- Balance Sheets
- Income Statements
- Creation and Maintenance of Financial Reports
Services
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Reviews, and Compilations
Our review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Retirement Consultation
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Call today to schedule an appointment!
Small-Town Service for Everyone
If you’re ready to put your financial freedom first, work with the tax preparation expert at Arrowhead Taxes & Bookkeeping LLC in Madison, Florida. From tax preparation to bookkeeping, Mark can help you make the right decisions for your money. Get in touch with us today to get started.
