State Street Tax & Accounting Advisors

At State Street Tax and Accounting Dickinson, we are dedicated to providing top-notch financial services to our clients. Our team of experienced professionals includes CPAs and EAs who are passionate about helping individuals and businesses manage their finances effectively. We believe in delivering personalized service, offering affordable rates, and ensuring that our clients receive the best possible assistance.

Our values are centered around integrity, professionalism, and customer satisfaction. We strive to maintain a friendly and approachable atmosphere, making it easy for our clients to communicate with us and seek our help whenever needed. Our commitment to excellence and dedication to our clients' success is what sets us apart from other financial service providers.

Our Services

We offer a wide range of services designed to cater to the diverse needs of our clients. These include:

Services for Individuals

• Personal Financial Planning: We help individuals create and implement personalized financial plans that align with their goals and aspirations.
• Retirement Planning: Our team assists clients in planning for their retirement, ensuring they have a secure financial future.
• Estate Planning: We provide comprehensive estate planning services, including wills, trusts, and other essential documents.
• Elder Care: We understand the unique financial challenges faced by seniors and offer specialized services to address these needs.
• Wealth Management: Our professionals help clients manage their wealth effectively, providing advice on investments, asset allocation, and more.

Business Services

• Small Business Accounting: We provide accounting services tailored to the needs of small businesses, including bookkeeping, payroll, and tax preparation.
• Audits - Reviews - Compilations: Our team conducts audits, reviews, and compilations to ensure that your financial statements are accurate and compliant with relevant laws and regulations.
• Forensic Accounting: We offer forensic accounting services to help businesses investigate financial irregularities and resolve disputes.
• Cash Flow Management: Our professionals help businesses manage their cash flow effectively, ensuring they have the necessary funds to meet their financial obligations.
• Bank Financing: We assist businesses in securing bank financing, whether it's a loan or line of credit.
• Business Valuation: Our team conducts business valuations to help clients determine the value of their business for various purposes, such as buying or selling a business, estate planning, or tax compliance.
• Business Advisory Services: We provide general business advisory services, offering advice on strategic planning, operational efficiency, and risk management.
• Financial Planning for Businesses: Our professionals help businesses develop and implement comprehensive financial plans that align with their goals and objectives.
• Succession Planning: We assist businesses in planning for succession, ensuring a smooth transition when ownership changes hands.
• New Business Formation: Our team helps entrepreneurs set up new businesses, providing guidance on entity formation, tax registration, and other essential steps.
• Non-Profit Organizations: We offer specialized services for non-profit organizations, including grant writing, budgeting, and compliance with relevant laws and regulations.
• Internal Controls: Our professionals help businesses establish and maintain effective internal controls to prevent fraud and ensure compliance with financial reporting requirements.
• Litigation Support: We provide litigation support services, assisting clients and their attorneys in resolving financial disputes and navigating the legal system.

Tax Services

• Individual Tax Preparation: We prepare individual tax returns, ensuring accuracy and maximizing deductions and credits.
• Tax Preparation for Businesses: Our team prepares tax returns for businesses, including corporations, partnerships, and sole proprietorships.
• Tax Planning: We offer tax planning services, helping clients minimize their tax liability and optimize their financial position.
• Estate & Trust Tax Services: Our professionals prepare estate and trust tax returns, ensuring compliance with relevant tax laws and regulations.
• Cryptocurrency Accounting Services: We provide accounting services for clients involved in cryptocurrency transactions, including tax compliance and financial reporting.
• Tax Relief: Our team helps clients who are facing tax problems, such as back taxes owed, IRS liens, or wage garnishment.
• IRS Audit Representation: We represent clients during IRS audits, ensuring they receive fair treatment and protecting their rights.
• Non-Filed Tax Returns: Our professionals assist clients who have not filed tax returns, helping them get back on track with the IRS.
• Back Taxes Owed: We help clients resolve back taxes owed, whether through payment plans, offers in compromise, or other solutions.
• Payroll Tax Problems: Our team addresses payroll tax problems, including resolving issues with the IRS and state tax authorities.
• IRS Liens: We assist clients in dealing with IRS liens, which can severely impact their credit and financial stability.
• IRS Levies: Our professionals help clients resolve IRS levies, which involve the seizure of assets to satisfy outstanding tax debts.
• IRS Wage Garnishment: We assist clients who are facing wage garnishment due to unpaid taxes, working to resolve the issue and minimize financial hardship.
• IRS Seizures: Our team helps clients deal with IRS seizures, which can result in the loss of valuable assets.
• IRS Payment Plan: We help clients set up payment plans with the IRS, allowing them to pay off their tax debt over time.
• Offer In Compromise: Our professionals assist clients in negotiating offers in compromise with the IRS, which can significantly reduce the amount of tax owed.
• Bankruptcy: We provide guidance on bankruptcy options for clients who are facing insurmountable tax debt.
• Innocent Spouse Relief: Our team helps clients seek innocent spouse relief, which can protect them from joint liability for taxes owed by their spouse.

Services for QuickBooks

• Why QuickBooks: We explain the benefits of using QuickBooks for small business accounting and financial management.
• Setup for QuickBooks: Our professionals set up QuickBooks for clients, ensuring they have the necessary tools and training to manage their finances effectively.
• Training for QuickBooks: We provide comprehensive training on QuickBooks, teaching clients how to use the software efficiently and accurately.
• Answers to QuickBooks Questions: Our team answers questions about QuickBooks, offering guidance on best practices and troubleshooting common issues.
• Tune-up for QuickBooks: We perform tune-ups for QuickBooks, optimizing the software's performance and ensuring it is up-to-date with the latest features and updates.
• Tips for QuickBooks Users: Our professionals share tips and tricks for using QuickBooks, helping clients get the most out of the software.

Industries We Serve

We have extensive experience serving various industries, including:

• Construction
• Dentists
• Healthcare
• Hospitality
• Law Firms
• Manufacturers
• Real Estate

Client Worksheets

We provide our clients with worksheets and other resources to help them manage their finances and stay organized. These include:

• Tax Center: We offer a tax center where clients can access tax forms, publications, and other relevant information.
• Track Your Refund: Our professionals help clients track their tax refunds, ensuring they receive their money as quickly as possible.
• Tax Due Dates: We keep clients informed about important tax due dates, such as filing deadlines and payment dates.
• Tax Rates: Our team provides information on current tax rates, helping clients understand how much they owe and plan their finances accordingly.
• IRS Tax Forms and Publications: We make available IRS tax forms and publications, giving clients the resources they need to navigate the tax system.
• Record Retention Guide: Our professionals create record retention guides, advising clients on what documents they need to keep and for how long.
• State Tax Forms: We provide state tax forms and information, ensuring clients are compliant with state tax laws and regulations.

Resources

We offer a variety of resources to help our clients stay informed and manage their finances effectively. These include:

• Newsletter: Our monthly newsletter features articles on financial topics, updates on tax laws and regulations, and valuable tips for managing your finances.
• This Month's Newsletter: We highlight the current month's newsletter, providing easy access to the latest information and insights.
• Previous Newsletters: Our team archives previous newsletters, allowing clients to review past issues and access valuable information.
• Guides: We create guides on various financial topics, such as retirement planning, estate planning, and tax preparation.
• Life Events: Our professionals provide guidance on managing finances during significant life events, such as getting married, having children, or retiring.
• Business Strategies: We offer strategies for businesses looking to improve their financial position and achieve long-term success.
• Investment Strategies: Our team advises clients on investment strategies, helping them grow their wealth and achieve their financial goals.
• Tax Strategies for Business Owners: We provide tax strategies specifically for business owners, helping them minimize their tax liability and maximize their profits.
• Tax Strategies for Individuals: Our professionals offer tax strategies for individuals, ensuring they take advantage of all available deductions and credits.
• Frequently Asked Questions: We answer frequently asked questions about taxes, accounting, and financial planning, giving clients the information they need to make informed decisions.
• Financial Calculators: Our team makes available financial calculators, allowing clients to estimate their taxes, plan their retirement, and make other important financial calculations.

At State Street Tax and Accounting Dickinson, we are committed to delivering exceptional service and helping our clients achieve their financial goals. Whether you are an individual or a business owner, we have the expertise and resources to assist you in managing your finances effectively.