While our most requested service is corporate and personal taxes, we provide a variety of financial and accounting services to individuals and businesses covering middle Georgia.
Tax Services
- Income Tax Preparation and Planning for individuals and business entities. With proper planning and analysis of current tax laws, our trained staff specialize in avoiding unnecessary taxes and maximizing refunds. We have decades of experience in helping individuals and businesses plan for tax consequences, minimize them wherever possible and permissible, and to properly organize their companies to provide the most appropriate business structure.
- Payroll Tax Returns The federal law requires all employers to withhold payroll taxes (Social Security and Medicare taxes) from wages paid to their employees. Returns must be filed weekly, monthly and quarterly depending on the requirements determined by the IRS. Failure to file payroll tax returns correctly may result in penalties and interest. Payroll taxes for companies (and self-employment taxes for individuals) are assessed at a rate of 15.3%. With proper planning, these taxes can be minimized or in some cases eliminated.
Accounting Services & Support
- Compilations/Financial Statements which include bank reconciliations, balance sheets, income statements, sales journals and general ledgers. These are prepared for small businesses to ensure proper planning and strategies for the business to run smoothly. These documents also aid in analyzing a particular problem areas in order to maximize growth and profitability.
- Business Consulting As business consultants, David Pettigrew and team work to maximize potential in all areas of our client’s business. Through careful planning we keep their business on track from start-up to the execution of their estate. We guide their business growth with careful and studied financial forecasting and offer expert advice in the areas of mergers and acquisitions.
Estate Planning
- David Pettigrew has partnered with Strategic Planning Group of Atlanta GA to provide estate planning for high income and high net worth clients. With the initial death tax rate at 45%, this service is invaluable to preserve one’s legacy. Full service including consultations with qualified attorneys is provided. Initial consultation is no charge.