Specializing in the Agriculture, Real-Estate, Banking, Restaurant and Professional Services Industries with a special focus on Wineries, we have the solutions for all your business financial needs.
Guidance and Support to Ensure Business Prosperity
Let us put our experience to work for you. We understand what it takes to cultivate a thriving business, and we can develop practical solutions that foster growth and prosperity. We consult on business activities from launching a start-up to acquiring a new business. Our team can aid you in entity selection, technology setup, accounting system review, and more. As your partner, TKCPA provides you with continuous, dependable leadership and support as we work together to achieve your business and financial goals. We will supply the necessary tools and focused financial expertise to help you accomplish your objectives.
Estates & Trusts
Helping You Preserve Your Wealth and Assets
At TKCPA, we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.
We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.
The professionals at TKCPA have long worked with attorneys, individuals, trustees, and executors in the Walla Walla Washington/Oregon Valley and the Washington Columbia Basin communities.
Contact our firm today to get started on your plan.
Consulting Services for Setting Up and Cleaning Up Your QuickBooks™
We offer a variety of QuickBooks™ consulting services that can be customized to fit your specific needs, including:
- Basic Installation Services and Employee Training
We will assist with initial setup or help you clean up your existing setup and improve the quality and content value of your daily reports.
- QuickBooks Tune Up
We’ll make sure your system is set up to take full advantage of the software and deliver against your distinct requirements.
- “5 Minute Books”
We can show you the five reports to look at by 5:00PM each day to be able to measure the results that cause you to have those high energy days.
Tax Planning & Preparation
Customized Tax-Saving Plans and Strategies
We work with you throughout the year to develop a customized plan with tax-saving strategies tailored to your unique situation. We provide personal, one-on-one service and guidance and offer answers to your important tax-related questions. We’ll cut through the complexities with solutions that make sense and identify short- and long-term tax planning opportunities that minimize your tax liability and maximize your after-tax dollars.
To expedite the tax process and make your experience as easy as possible, we offer 24/7 access to all of your tax information through a secure portal on our website. Login anytime to review your documents electronically and track the progress of your e-filed return.
Think of Us as Your Internal Accounting Department with Individual and Business Tax Support
BOSS™ (Back Office Support System) is an all-inclusive solution that offers businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2’s, produce 1099’s, prepare tax returns and supply valuable financial and tax advice throughout the year. All activity is completed online via a technologically advanced SaaS-based platform—so communication and document exchange is in real-time.
Set-up and training couldn’t be simpler. You define your immediate needs and we assess how the BOSS system can be integrated. We train your company’s designated point of contact on the process of providing our staff with the daily information required by the BOSS system and how to access the system from our website.
|Reconcile bank accounts||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓|
|Reconcile credit card accounts||✓||✓|
|Submit payroll taxes to agencies||✓||✓|
|Prepare payroll tax returns||✓||✓|
|Provide employee access to electronic paystubs||✓||✓|
|Provide employer access to electronic pay records||✓||✓|
|Process bills and vendor payments||—||✓|
|Track credit card expenses and receipts||—||✓|
|Process employee expense reports||—||✓|
|Prepare 1099’s for contractors||—||✓|
|Provide digital access to paid bills||—||✓|
|Prepare monthly financial statements||✓||✓|
|Prepare monthly budget reports||✓||✓|
|Review pension compliance||✓||✓|
|Review other employee deductions for compliance||✓||✓|
|General business consulting||✓||✓|
|Quarterly video conference to review key performance measures||✓||✓|
Business Foundation Services
If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business. Let our firm set you up for long-term success with a strong foundation to build and grow upon.
We’ll ensure that you:
- Are operating under the right business structure
- Have your accounting system properly set up so you can effectively manage your business
- Learn proper record keeping guidelines to capture all income as well as expenses to minimize your taxes
- Follow best practices to minimize the potential for an IRS Audit
|Our Business Foundation Services include:|
Sole Proprietorship, Partnership, S Corp, C Corp and LLC
Benefits of each
Recommended Entity Selection
|Business Owner Education|
|Separate Business and Personal accounts||✓|
|Employees vs. Contractors||✓|
|Using your vehicle for personal use||✓|
|Retirement plan options||✓|
|Plan selection and setup||✓|
|Accounting Software System Setup & Training|
|Accounting system (QBO)
Chart of accounts setup
Linking bank accounts and credit cards
Day to day use
Running your payroll
|Advice on Receivables & Point of sale systems||✓|
|Advice on Business/Practice Management systems||✓|
|Receipts & Invoices||✓|