Farris & Co.
Business Services
  • Accounting
  • Financial statements for management purposes only
  • Compilations
  • Quickbooks and Quicken bookkeeping
  • Tax preparation for Sole Proprietorships, C corporations, S corporations, Partnerships, Limited Liability Companies (LLCs), Estates and Trusts
  • Entity choice consulting
  • Payroll
  • Federal Income tax planning and consulting
  • Multistate income and sales tax planning and consulting
  • Business advisor, controller, CFO
  • Audit representation before federal, state and local tax authorities
Individual Services
  • Income tax preparation
  • Tax planning
  • Audit representation before the federal and state tax authorities
  • State residency and domicile issues
  • Estate and gift tax returns, forms 706 and 709
  • Withholding and estimated taxes
  • International tax issues
Transactional Services
  • Buying or selling real estate
  • Section 1031 exchanges
  • Casualty and theft losses
  • Buying or selling a business
  • Lease v. buy consulting
  • Asset allocation
  • ESOP
Retirement Planning
  • Roth and traditional IRAs
  • 401(k), SEP, SIMPLE and other company retirement plans
  • Saving for college
  • Health Savings Accounts
  • Social security maximization
  • Estate planning
  • Business succession