Individual & Business Tax Preparation
We provide both our individual and business clients with highly skilled tax knowledge and research utilizing professional education and constantly updated software to provide the very best outcomes.
Accounting Services & Compilations
Business from start-ups to established entities rely on accurate and insightful financial information in order to achieve profitability and take advantage of new opportunities. We support our clients with these services:
- Initial accounting system setup
- General ledger and compilation statement preparation
- Bookkeeping on an as needed basis
- Cash flow budgeting and forecasting
- Tax planning and return preparation
- Compilations for internal purposes based upon information provided by management
Estate & Trust Planning and Tax Preparation
Our goals are to assist individuals and businesses negotiate the complex nature of tax laws in facilitating the transfer of assets and minimizing the tax liability.
Tax Management Services
Calvert & Ivester assist clients with a full range of tax planning and preparation decisions with expertise and thorough research to take full advantage of current and upcoming legislation.
Entity Selection and Restructuring
Choosing your business entity has a significant impact on your business taxes and liabilities. We can advise you on your initial choices and/or assist you in restructuring your entity later.
Bookkeeping/Write-up
Our staff can assist you with the very necessary record keeping that is so essential to your success. We will organize these day-to-day tasks so that you can concentrate on your enterprise.