Tax and Accounting

Tax and Accounting Services

Fellowship Financial Group specializes in a full range of tax and accounting services for both individuals and businesses.

Personalized Tax Planning

At Fellowship Financial Group, we have the knowledge and resources to help you find and implement tax savings and reduction strategies at every stage of life, including the challenging years just before and during retirement. We can assist you with every aspect of tax planning and filing to help make sure you never overpay or miss out on opportunities to decrease your tax liability.

We can offer advice on tax-efficient investment strategies, and help you maximize the tax advantages of your retirement accounts (including Roth conversions when applicable). We’ll also show you how to minimize taxes on your Social Security income and help you create a strategy for satisfying your Required Minimum Distributions that ensures you’ll avoid the risks of underpaying or overpaying, or of spending down your investment principal. In addition, we’ll help you navigate the complex and ever-changing tax rules and regulations to ensure you’ll avoid costly penalties and interest charges.

With our experience, expertise, and access to state-of-the-art financial software tools, we’re uniquely qualified to help you create a personalized tax plan that suits your present needs and keeps you confidently on track toward achieving your long-term financial goals.

Helping Your Small Business Succeed

At Fellowship Financial Group, we also specialize in helping small businesses improve their ability to succeed and grow through expert tax and accounting services ranging from bookkeeping to comprehensive business planning.

Our bookkeeping services include assisting you with tracking income and expenses, reconciling accounts, and preparing financial statements. We also provide guidance on tax planning and compliance, budgeting, and forecasting — and we can help you stay up to date with changing tax laws to ensure you avoid penalties or fines.

In addition to our expertise, we use QuickBooks and other sophisticated software tools and technology to streamline the bookkeeping process and ensure maximum efficiency and accuracy.

When it comes to business planning, we can help you with every aspect of this crucial process, including goal setting, budgeting, tax planning, and risk management. Financial analysis is one of the most important services we offer in this area. We can help you assess your business’s current financial situation, including cash flow, revenue, expenses, and profitability. By analyzing this data, we’ll help you identify potential opportunities for growth and improvement and potential risks that need to be addressed.

Through experience, knowledge, and state-of-the-art technology, we can help you plan and manage all aspects of your business’s finances to ensure you will start and stay on track toward achieving your most ambitious goals for growth and success.

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