Empower Yourself

At Blue Leaf, we offer expert, personalized tax compliance, bookkeeping/accounting, and business consulting services. We also specialize in providing financial and money management learning opportunities relevant to your needs. Our focus is to empower you around your money.

Tax Compliance/Preparation Services – Individuals and Business Owners

Think about it: the IRS issues intricately worded tax compliance laws every year. And, they apply to you.

Many employees, self-employed individuals, independent contractors, and business owners attempt to get by at tax time, doing their own taxes or spending cash—either upfront or out of refunds—on discount preparation houses and cookie cutter software. For what you spend missing possible deductions navigating software or with a tax prep mill, you could benefit from the expertise of Blue Leaf at a competitive price. The benefits of engaging a certified public accountant far outweigh the lost hours grinding your teeth over your own tax return. At Blue Leaf, we view your return as an opportunity.

Throughout the year, we attend a constant stream of professional seminars. These industry-only colloquiums not only cover all new tax laws, but also provide strategies in compliance with these laws that are advantageous to our clients. Our goal is to provide you with the assurance that you are taking every opportunity you can under current tax laws, while reducing your risk of an IRS audit.

  • Income Tax Planning and Preparation: Skilled federal and state income tax preparation for individuals and business entities, including Corporations, Partnerships, LLC/LLPs, Estates, and Trusts.
  • Tax Planning: One-on-one advisory sessions for the analysis of your tax situation. The goal of these planning conferences is to create a strategic tax projection well before tax time. We work with you to accurately project your tax liability and asses the impact of new and existing tax laws, including the Alternative Minimum Tax.
  • IRS, State, and Local Representation: Expert advocacy for the resolution of a range of issues before the federal, state, and local tax authorities. Our vast experience working with these authorities enables us to help you resolve current tax issues and avoid future conflicts with tax compliance.
Accounting and Bookkeeping Services for Entrepreneurs and Business Owners

Successful businesses make it on a reputation of good service, quality products, and competitive prices. A high quality idea and rock solid determination can catapult a business from the red to the black. Yet, many businesses fall short of their potential. And, while there might be many contributing factors, a lack of professional bookkeeping and accounting services could account for one of the major bleeders—in fact, cash flow management is job one to ensure the health and longevity of your business.

We tailor our professional services to the needs of self-employed individuals, business owners, and nonprofit entities. Our services include tax preparation and planning, full-charge bookkeeping, and cash flow management setup and training.

  • Bookkeeping and Accounting: Our services include A/R, A/P, bank and credit card account reconciliation, balance sheet, profit and loss analysis, and budget management. We offer all or any of these services.
  • Income Tax Preparation and Planning: Our services include preparation of corporate and partnership tax returns, year-end tax planning and analysis, city business license, and personal property tax preparation.
  • Payroll: We limit our comprehensive payroll services to clients of solely-owned corporations—payroll management and required quarterly and year-end state and federal filings.
  • Sales Tax and 1099 Reporting Services: For all our business clients, our services include the accurate analysis and reporting of sales and use tax. We prepare 1099s and file the required forms to federal and state authorities.
Financial Coaching – Individuals and Businesses

Got Budget?: We offer one-on-one support for individuals, including budget development, debt and spending analysis with recommendations (credit cards, school loans, etc), and strategies and tools for savings (important for even the tightest budget). We can analyze and review your retirement and estate planning strategies. We’ll even teach you how to read your financial statements and balance your checkbook!

Got Books?: We analyze the current bookkeeping and accounting systems of your business and offer strategies tailored to your financial reporting needs. If the bookkeeping and accounting systems are a bit outdated (or nonexistent), we offer expert setup of and training with a system tailored to your business needs.

Business Start-up: Our services include legal entity consultation, legal filings consultation (registering legal entity with state, etc.), drafting of board minutes, fictitious business declaration and business license preparation, and implementation of bookkeeping and accounting software and procedures.

Controller on Demand: Controller on Demand puts a CPA behind the desk of your business. We go to your business and assess it head to toe—from profit and loss analysis, cash flow and inventory management, and operations to collections of A/R. We assist you in developing specific strategies to meet your needs.