Our Services

personal tax preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complex that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, it is only as good as the information you put in,   there’s simply no substitute for the assistance of an experienced tax professional.

Here's what you get, when you trust Sherwood Quality Tax with your tax return...

  • We offer many ways to have your income tax prepared:
  •   1.  Fill out our Client PacketScan in and send us your W2s, interest statements, and all  other tax papers to our SECURE Client Portal.  You will have your own  private “file cabinet”, that is as safe as any bank vault.  No worries about hackers getting to your private financial information! Our experienced tax professionals will input your tax information, call or email you regarding any questions and to go over the information with you. Then we  upload the signature pages back to the Client Portal, you print out, sign, and upload back to us. HASSLE FREE, SUPER SIMPLE!!   You NEVER have to leave the warmth of your home OR office.  Have your taxes completed  while you are still at work!!
  • 2. Fax Just email us for our client packet, fill it out, and fax it in with, your W2s, all income and expense information, and any other necessary information to our toll free fax # 800-348-4585 or if you are local to 337-4585. We will then follow the above routine for your tax also!
  • Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return can be filed electronically to accurately be received by IRS. PLUS you will receive your refund faster.
  • Our staff will show you how to adjust your payroll withholding to customize your withholdings to maximize you refund or weekly take home pay
  • We will show you potential deductions to limit your tax liability for next year. In addition, we will give you ideas to utilize overlooked deductions to limit the following year's tax liability.
  • We also are happy to complete, and actually encourage, estimated tax calculations any time during the year to check out the "what if's" . Two estimates are included free with your prior year paid tax preparation.

We can help with these Tax Problems:

  • IRS Audit Representation
  • Non-Filed Tax Returns
  • Back Taxes Owed
  • IRS Payment Plan
  • Innocent Spouse Relief
  • And much more

Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. You need a caring  professional to take care of your books for you, so you can get back to the job of running your business and generating profits!

 We know how important a good bookkeeping firm is and we recommend :

 Sherwood Quality Bookkeeping, LLC 

to take care of all your payroll and bookkeeping needs.

Each month or quarter they will do the following things for you…

  • Generate an income statement
  • Generate a balance sheet
  • Clean up your general ledger

They also can provide the following services:

  • Complete your Payroll
  • Complete 941s, 940s, SUTA, FUTA & Workman's Compensation forms
  • Complete Sales Tax Reports
  • Complete all year end reports, W2s and 1099s

These tasks form the solid foundation of your small business accounting system. Their unique pricing system allows you to have them do as much or as little of the above as you would like…their system is customizable to your needs!

You can complete the package of services you receive by adding  tax planning, tax preparation, or any of our other services.

Personal Financial Management

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. We have found that starting with your daily, weekly, and monthly spending habits allow you to maximize your wealth creation.

We recommend Burden’s Lifted, LLC, as a financial management service to help you start building your wealth today.

Their special financial management program is well suited for all individuals, especially:

    “Chronologically Gifted”: Individuals who need assistance in controlling their finances OR who no longer want to “worry about their bills”.

     “Parental Abuse”: Helps parents deal with older children who continually drain their savings by requesting loans, financial support, etc.  Let Burdens Lifted, LLC be the “bad guy” and say no!

     ” Elderly”: There comes a point in our lives when the physical job of preparing and paying our bills is overwhelming.  Also you will have peace of mind that scam artist won’t talk your loved one (or you) out of live savings!  Burdens Lifted, LLC will PROTECT YOU!

      “Active Individuals”: Many people are behind on their bills because they simply DO NOT HAVE THE TIME to pay them! Truck drivers, construction workers, salespeople, traveling retirees, etc. LET the professionals do it!!

Through this financial management service  you will have  total control over your money, individualized attention, and the comfort knowing you are FINALLY getting your finances in order.  Wouldn’t you LOVE not to have to worry about being late on another bill, or not have collection agencies bother you

Burden’s Lifted, LLC  has been in business for over 15 years , is bonded and insured, and has a painless and proven method to accomplish these goals and bring you true financial peace of mind!   Call now!  928-337-4793

It works so well because, YOU have control of the money (only your name(s) is on the bank account used for the financial management)but THEY have control of the checks and debit cards on this account.   To save time and money, it can even be an account you already have. Simply put, you turn all of your checks and debit cards (for this account), over to them, BUT you are the only on who has authority to sign on your account!  Your money is perfectly safe, but it is not being spent on anything, except what you have thoughtfully and carefully chosen to spend it on.

Their friendly, concerned,  specialized employees consult with you and give personalize attention to your financial situation.  They will  help you make this happen

In these tough economic times, many are struggling with their finances, this financial management service has been successful for years  helping numerous people JUST LIKE YOU!

The best part is that the cost is minimal, one that EVERY budget can afford!  Their rates begin at just $79 per month, usually the savings on late penalties will pay their fees! That fee includes up to 20 transactions per month, if you have over that amount of monthly transactions, you will pay a slightly higher rate.

OVERWHELMED with credit card debt, paying too high a mortgage payment, interest rate too high on your vehicle?  Burdens Lifted, LLC can help with each of these problems!

Isn’t it time to TAKE CONTROL OF YOUR LIFE, and find the peace and happiness that you deserve?

Call 928-337-4793  to start on your way to financial security!