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296	<li id="menu-item-456" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-456"><a href="https://callthetaxlady.com/resources/tax-retention-guide/">Record Retention Guide</a></li>
297	<li id="menu-item-434" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-434"><a href="https://callthetaxlady.com/resources/irs-publications/">IRS Publications</a></li>
298	<li id="menu-item-431" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-431"><a href="https://callthetaxlady.com/resources/tax-forms/">IRS Forms</a></li>
299	<li id="menu-item-792" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-792"><a target="_blank" href="/files/Tax-Checklist-20251113203319.pdf">Tax Appointment Checklist</a></li>
300	<li id="menu-item-432" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-432"><a href="https://callthetaxlady.com/resources/tax-rates/">Tax Rates</a></li>
301	<li id="menu-item-471" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-471"><a href="https://callthetaxlady.com/resources/tax-due-dates/">Tax Due Dates</a></li>
302	<li id="menu-item-943" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-943"><a href="https://callthetaxlady.com/resources/taxpayer-rights/">Taxpayer Rights</a></li>
303	<li id="menu-item-929" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-929"><a href="https://callthetaxlady.com/resources/tax-glossary/">Tax Glossary</a></li>
304	<li id="menu-item-738" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-738"><a href="https://callthetaxlady.com/subscribe-to-tax-calendar/">Subscribe to Tax Calendar</a></li>
305	<li id="menu-item-731" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-731"><a href="https://callthetaxlady.com/irs-withholding-calculator/">IRS Withholding Calculator</a></li>
306	<li id="menu-item-467" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-467"><a href="https://callthetaxlady.com/resources/where-is-my-refund/">
306Where is My Refund?</a></li>
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309<li id="menu-item-460" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-460"><a href="https://callthetaxlady.com/resources/make-a-payment/">Make a Payment</a></li>
310<li id="menu-item-704" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-704"><a href="https://callthetaxlady.com/portal/">Client Portal</a></li>
311<li id="menu-item-563" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-563"><a href="#">Newsletter</a>
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313	<li id="menu-item-564" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-564"><a href="/newsletter/">Latest Edition</a></li>
314	<li id="menu-item-572" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-572"><a href="https://callthetaxlady.com/newsletter-archives/">Newsletter Archives</a></li>
315	<li id="menu-item-577" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-577"><a href="https://callthetaxlady.com/subscribe/">Subscribe</a></li>
316</ul>
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318<li id="menu-item-902" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-902"><a>Contact</a>
319<ul class="sub-menu">
320	<li id="menu-item-957" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-957"><a href="https://callthetaxlady.com/contact/">Contact</a></li>
321	<li id="menu-item-958" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-958"><a href="https://callthetaxlady.com/contact/request-appointment/">Request Appointment</a></li>
322	<li id="menu-item-926" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-926"><a href="https://callthetaxlady.com/contact/share-testimonial/">Share Testimonial</a></li>
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700            <div class="container-fluid"><div class="row"><div class="header-7-flex"><div class="col-md-7 col-sm-6 tdleft"><a href="https://callthetaxlady.com/" class="brand logo-size-fullsize"><img decoding="sync" fetchpriority="high" loading="eager" alt="The Tax Lady, LLC Logo" src="https://c06675630.preview.getnetset.com/files/taxladylogo.png" data-id="99" /></a><div class="brand-text"><a href="https://callthetaxlady.com/" class="brand" style="float: none;"><span class="header-logo">The Tax Lady, LLC</span></a><div class="site-description"><i>&#8220;Call The Tax Lady!&#8221; </i></div></div></div><div class="col-md-5 col-sm-6 tdright" style="color: #777777"><p><span style="color:#777777;font-size:16px"> phone </span> <span style="color:#000000;font-size:20px"> 252-202-5315 </span><br /><span style="color:#777777;font-size:16px">  </span> <span style="color:#000000;font-size:20px">  </span></p>
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708<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-439"><a title="Profile" href="https://callthetaxlady.com/profile/">Profile</a></li>
709<li class="menu-item menu-item-type-post_type menu-item-object-page current-menu-item page_item page-item-325 current_page_item menu-item-438 active"><a title="Services" href="https://callthetaxlady.com/services/">Services</a></li>
710<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-562 dropdown"><a title="Resources" href="#" data-toggle="dropdown" class="dropdown-toggle">Resources <span class="caret"></span></a>
711<ul role="menu" class=" dropdown-menu">
712	<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-1002 dropdown"><a title="Client Library **NEW**" href="/client-library">Client Library <span class="gns-menu-pill">NEW</span></a>
713	<ul role="menu" class=" dropdown-menu">
714		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1003"><a title="Articles &amp; Guides" href="/client-library/?_menu=articles">Articles &#038; Guides</a></li>
715		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1004"><a title="White Papers" href="/client-library/?_menu=white-papers">White Papers</a></li>
716		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1005"><a title="On-Demand Videos" href="/client-library/?_menu=videos">On-Demand Videos</a></li>
717		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1006"><a title="Insights by Email" href="/client-library/?_menu=insights">Insights by Email</a></li>
718		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1007"><a title="Frequently Asked Questions" href="/client-library/?_menu=faqs">Frequently Asked Questions</a></li>
719		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1008"><a title="Tax Facts" href="/client-library/?_section=facts">Tax Facts</a></li>
720		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1009"><a title="Tax History" href="/client-library/?_section=history">Tax History</a></li>
721		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1010"><a title="Subscribe to Tax Tips" href="/client-library/?_section=tips">Subscribe to Tax Tips</a></li>
722		<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1011"><a title="State Resources" href="/client-library/?_menu=states">State Resources</a></li>
723	</ul>
724</li>
725	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-452"><a title="Financial Calculators" href="https://callthetaxlady.com/resources/financial-calculators/">Financial Calculators</a></li>
726	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-456"><a title="Record Retention Guide" href="https://callthetaxlady.com/resources/tax-retention-guide/">
726Record Retention Guide</a></li>
727	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-434"><a title="IRS Publications" href="https://callthetaxlady.com/resources/irs-publications/">IRS Publications</a></li>
728	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-431"><a title="IRS Forms" href="https://callthetaxlady.com/resources/tax-forms/">IRS Forms</a></li>
729	<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-792"><a title="Tax Appointment Checklist" target="_blank" href="/files/Tax-Checklist-20251113203319.pdf">Tax Appointment Checklist</a></li>
730	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-432"><a title="Tax Rates" href="https://callthetaxlady.com/resources/tax-rates/">Tax Rates</a></li>
731	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-471"><a title="Tax Due Dates" href="https://callthetaxlady.com/resources/tax-due-dates/">Tax Due Dates</a></li>
732	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-943"><a title="Taxpayer Rights" href="https://callthetaxlady.com/resources/taxpayer-rights/">Taxpayer Rights</a></li>
733	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-929"><a title="Tax Glossary" href="https://callthetaxlady.com/resources/tax-glossary/">Tax Glossary</a></li>
734	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-738"><a title="Subscribe to Tax Calendar" href="https://callthetaxlady.com/subscribe-to-tax-calendar/">Subscribe to Tax Calendar</a></li>
735	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-731"><a title="IRS Withholding Calculator" href="https://callthetaxlady.com/irs-withholding-calculator/">IRS Withholding Calculator</a></li>
736	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-467"><a title="Where is My Refund?" href="https://callthetaxlady.com/resources/where-is-my-refund/">Where is My Refund?</a></li>
737</ul>
738</li>
739<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-460"><a title="Make a Payment" href="https://callthetaxlady.com/resources/make-a-payment/">Make a Payment</a></li>
740<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-704"><a title="Client Portal" href="https://callthetaxlady.com/portal/">Client Portal</a></li>
741<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-563 dropdown"><a title="Newsletter" href="#" data-toggle="dropdown" class="dropdown-toggle">Newsletter <span class="caret"></span></a>
742<ul role="menu" class=" dropdown-menu">
743	<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-564"><a title="Latest Edition" href="/newsletter/">Latest Edition</a></li>
744	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-572"><a title="Newsletter Archives" href="https://callthetaxlady.com/newsletter-archives/">Newsletter Archives</a></li>
745	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-577"><a title="Subscribe" href="https://callthetaxlady.com/subscribe/">Subscribe</a></li>
746</ul>
747</li>
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749<ul role="menu" class=" dropdown-menu">
750	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-957"><a title="Contact" href="https://callthetaxlady.com/contact/">Contact</a></li>
751	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-958"><a title="Request Appointment" href="https://callthetaxlady.com/contact/request-appointment/">Request Appointment</a></li>
752	<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-926"><a title="Share Testimonial" href="https://callthetaxlady.com/contact/share-testimonial/">Share Testimonial</a></li>
753</ul>
754</li>
755</ul></div>                        </div>
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781<div id="content" class="site-content">
782
783                                    <div class="container-fluid">
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787                                                                                                <article id="post-325" class="post-325 page type-page status-publish hentry">
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789                                                    
790
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797                            <h1 class="col-sm-12 text-block-title animated none" data-id='1'>
798                    <span style="color:#333333">Services</span>                </h1>
799                <div class="clearfix"></div>
800            
801                                <div class="col-md-12 text-inside animated none" data-id='2'>
802                        <p>If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.</p>
803<p>We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.</p>
804<table border="1">
805<tbody>
806<tr>
807<td width="50%">
808<ul>
809<li><a href="#SoftwareSelection">Accounting Software Selection &amp; Implementation</a></li>
810<li><a href="#Audits">Reviews, and Compilations</a></li>
811<li><a href="#Bookkeeping">Bookkeeping/Write-Up</a></li>
812<li><a href="#BizConsulting">Business Consulting</a></li>
813<li><a href="#EntitySelection">Business Entity Selection</a></li>
814<li><a href="#Estate">Estate &amp; Trust Tax Preparation</a></li>
815<li><a href="#Analysis">Financial Analysis</a></li>
816<li><a href="#Financial">Financial Statements</a></li>
817</ul>
818</td>
819<td width="50%">
820<ul>
821<li><a href="#IRSRepresentation">IRS Representation</a></li>
822<li><a href="#Management">Management Advisory Services</a></li>
823<li><a href="#Payroll">Payroll Services</a></li>
824<li><a href="#Retirement">Retirement Planning</a></li>
825<li><a href="#SalesTax">Sales Tax Services</a></li>
826<li><a href="#TaxPlan">Tax Preparation &amp; Planning</a></li>
827</ul>
828</td>
829</tr>
830</tbody>
831</table>
832<h2 id="SoftwareSelection">Accounting Software Selection &amp; Implementation</h2>
833<p>There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.</p>
834<p><a href="#page">Return to Top</a></p>
835<h2 id="Audits">Reviews and Compilations</h2>
836<p>Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.</p>
837<p><a href="#page">Return to Top</a></p>
838<h2 id="Bookkeeping">Bookkeeping/Write-Up</h2>
839<p>If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
839</p>
840<p><a href="#page">Return to Top</a></p>
841<h2 id="BizConsulting">Business Consulting</h2>
842<p>As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.</p>
843<p><a href="#page">Return to Top</a></p>
844<h2 id="EntitySelection">Business Entity Selection</h2>
845<p>The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.</p>
846<p><a href="#page">Return to Top</a></p>
847<h2 id="Estate">Estate &amp; Trust Tax Preparation</h2>
848<p>Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.</p>
849<p><a href="#page">Return to Top</a></p>
850<h2 id="Analysis">Financial Analysis</h2>
851<p>When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.</p>
852<p><a href="#page">Return to Top</a></p>
853<h2 id="Financial">Financial Statements</h2>
854<p>Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.</p>
855<p><a href="#page">Return to Top</a></p>
856<h2 id="IRSRepresentation">IRS Representation</h2>
857<p>An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.</p>
858<p><a href="#page">Return to Top</a></p>
859<h2 id="Management">Management Advisory Services</h2>
860<p>Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.</p>
861<p><a href="#page">Return to Top</a></p>
862<h2 id="Payroll">Payroll Services</h2>
863<p>Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.</p>
864<p><a href="#page">Return to Top</a></p>
865<h2 id="Retirement">Retirement Planning</h2>
866<p>Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are cho
866osing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.</p>
867<p><a href="#page">Return to Top</a></p>
868<h2 id="SalesTax">Sales Tax Services</h2>
869<p>State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.</p>
870<p><a href="#page">Return to Top</a></p>
871<h2 id="TaxPlan">Tax Preparation &amp; Planning</h2>
872<p>Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.</p>
873<p><a href="#page">Return to Top</a></p>
874<h2>Call today to schedule an appointment!</h2>
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