Services

Lynn M. Poole Tax Service provides a wide range of professional services to assist you. These are some of the key services that we provide our customers. Please contact us if you need help in areas other than those listed here.

Tax Services for Individuals
No matter what your situation, we can handle it!  Whether you may have itemized deductions, employee expenses, rentals, special credits, multiple states, K-1′s, 1099′s, capital gains, forgiven debts, or if you are self-employed, retired, a student, in the military, overseas, or any other situation, we will prepare your tax returns correctly with honesty and your best interests in mind.  We stand behind our work.

Tax Services for Businesses
Sole Proprietors, Partnerships, LLC’s, C-Corporations, Sub-S Corporations, Trusts, Estates, or Non-Profit Organizations can all rest assured that we know what returns need filed, and we know how to prepare them properly.  Not sure which entity is correct for your business?  We can advise you.

Tax Planning
This is one of our specialties!  From planning last-minute deductions for individuals to minimizing the tax impact for families, estates, or businesses for years and generations to come, our years of experience and insight will work for you.

Bookkeeping Services
We can take care of the records so that you can do what you do best:  operate your business!  We can reconcile bank statements, post income and expenses, prepare necessary sales and payroll tax reports, track profit and loss and balance sheet items, and tie it all together in IRS audit-approved format so that you always know where you are and where you are going.  All of this is tailor-made to your particular business needs and objectives.  Need a financial statement?  When we keep your books, it’s fingertips away.

Payroll
Let us turn a “headache” into a breeze.  Our capabilities include preparing paychecks; withholding all taxes; maintaining all legally required records; monthly, quarterly, and yearly payroll reports; W-2′s; 1099′s; federal and state unemployment; problem resolution with government agencies; and more.

Consultations
Whatever you may be facing–whether multiple years’ back taxes, the complex negotiations of an Offer In Compromise, the sale of property, a Like-Kind Exchange, starting a business, handling an estate, or any other tax or accounting issue–our expertise, experience, and good judgment will work for you.

IRS Representation
For many years, we have enjoyed excellent relationships and a well-earned, excellent reputation with the IRS and with all of the pertinent state and local tax agencies.  There is no problem our years of experience cannot resolve with your best interests at heart.

Financial Planning Services
Our financial planning services consist of a continuous process of identifying our clients’ goals and objectives, assisting them in achieving those goals, and then monitoring their progress.  Once the initial financial planning process is completed, if desired, our affiliate, Kevin Hittinger, CLU, ChFC, LPL Financial Services, www.lpl.com/kevin.hittinger can provide investment advisory services to implement the investment portion of your plan.