Are you wondering how to manage your business as it grows?

Are you wishing for timely and accurate information and answers regarding your business?

Are you looking for solid guidance so you can plan your business year without having nightmares about the IRS chasing you down?

Well, you can stop worrying, because you’re in the right place.

Nelson & Swaite provides unparalleled personalized tax planning and preparation services so you can rest easy and know what’s going on with your business.

We understand that you’re not like most business owners.

You have a unique business with unique needs.

You want to have a handle on every aspect of your operation. Not just hire out and check out.
You want to manage the big picture with a strong team at your back. Not wonder (and worry) how your business is running.
You want to be involved. Not in the dark or on the sidelines.

And you know your accounting could use an upgrade with new systems, better software, and a strategy for success.

We totally understand, and we’re here to help.

Our aim is to build a lasting relationship with our clients so they can build lasting success in their business and life.

Here are some of the exceptional services our clients enjoy…

TAX PLANNING & PREPARATION for BUSINESSES

We offer a totally radical and customized approach to tax planning and preparation, including:

Total accessibility to clients, so we are available when and where you need us most.
On-site visits, so we can become familiar with your operations.
Copies of financial information, so you can have it on hand whenever you need it.
Personal tax planning and preparation for business owners.
Assistance with financial statements, at your request.
Federal, state and local business & personal income tax returns.
Guidance with federal and state payroll tax returns.
Other federal, state and local business tax returns such as B&O, excise tax returns, and personal property tax returns.
IRS and state audit representation so you’ll never have to handle it alone.
Personal delivery of tax returns.

Yes, we meet every client personally to explain and discuss their completed return and strategize their current year. This meeting is so important to us, that it is free of charge.

And for new or growing businesses, we can also help with:

Forming your new business
Planning and strategizing the year
Managing cash flow and budgeting
Succession planning
Quickbooks and Cloud training
Setup of accounts
Understanding reports & customizing
Setting up and processing payroll
Tracking and paying sales tax
Job costing and inventory tracking

No more wasting hours trying to figure out Quickbooks or scratching your head because you don’t know where to look for an expense you recorded. You will know exactly what to do and how to do it so you are on the money every year.

CLOUD CONSULTING & SETUP

We are a completely paperless office and as such, we provide the following:

Cloud consulting to help you understand your options, plan your transition, and implement a new, efficient system.
Space on our cloud server for all of your QuickBooks files. This way, we can both access them anytime, anywhere.
QuickBooks setup, customization, and training so you know how to access and use your accounting files without any confusion or stress.

OUR ADVISOR ALLIANCE

We’re happy to share some spectacular clients with Wealthbridge Advisors, a financial advisory practice of Ameriprise Financial Services, Inc. As a company that we trust, they have agreed to be available to our clients to provide a different side of financial support. They are not part of the Nelson & Swaite CPA team, but we do recommend them as an excellent resource for financial planning and wealth management strategies.