Our Services

Income Tax Preparation and Planning

Tax deadlines can be daunting, but waiting until the last minute often means missing out on valuable planning opportunities. At Anna Larson CPA PLLC, we want to be there for you all year round.

Whether it is a personal return or business return, we will work with you to obtain all required information needed to file your return, use that information to prepare your return, walk you through the completed return, and then file the return on your behalf.

  • Individual Returns

  • Partnership Returns

  • C-Corporation or S-Corporation Returns

  • Estate and Gift Tax Returns

  • Trust Returns

Tax Planning is key to minimizing your effective tax rate. We can help you take it a step further and go beyond simple compliance by actively recommending tax saving strategies.

Our Tax Planning Strategies can help you to:

  • Defer income so you pay tax later

  • Reduce your overall tax rate

  • Reduce taxes on your estate and gifts so you can pass on more money to your heirs

  • Minimize tax paid on retirement distributions so you can have more money in retirement

Bookkeeping

Accurate and timely bookkeeping is one of the most important factors of a successful longterm business. We help start-up and small business owners to get their books in order and keep them that way.

At Anna Larson CPA PLLC, you will find someone who is organized, knowledgeable, and reliable that you can trust to keep you and your books updated. We can help you on a temporary or on-going basis.

Our bookkeeping services can help you with:

  • Bank Reconciliations

  • Clean Up

  • General Ledger

  • Accounts Receivable

  • Report Creation

Having a great bookkeeping system and records will help you to

  • Manage accounts payable and receivable

  • Analyze cash flow to assist in business decisions

  • Manage business inventory to help reduce supply issues

  • Generate timely financial reports for owners and managers

Business Consulting

Starting a business is exciting! You know all about the ins and out of your industry, but you may need some extra help when it comes to making effective business decisions.

Having a CPA advisor can make a big difference. We can help you determine the most tax advantageous ways to buy or sell assets, assist you in determining what is needed when expanding operations, and find those tax deductions you are always hearing about.

We love helping our clients with:

  • Start up organization

  • Compensation structures

  • Lease or Buy analysis

  • Business purchase or sale

  • Corporate organization and restructuring

Financial Analysis

It takes hard work and perseverance to create a successful business. Financial forecasts, cash flow analysis, budgets, projections, and planning keep you on track for the long haul.

We can help you:

  • Analyze your past and current performance, as well as future potential

  • Review the health of your business

  • Identify inconsistencies

  • Create and review budgets

  • Cash flow analysis

Payroll Assistance

Navigating the payroll world can be very time consuming and requires expertise to understand and comply with the constantly changing IRS and laws.

If you spend 8 hours a month performing payroll tasks, that can add up to 12 full workdays over an entire year. Would that time be better spent on client interaction, sales, and improving your products or services? If so, then we can help to fill in that gap.

  • Comprehensive Payroll Services

    • Direct deposit

    • EFTPS tax deposits

    • Payroll reporting and tax forms filed

    • Employee vacation, sick days, and personal day reports

    • New hire reports filed

    • Single point of contact when you have questions

  • After-the-fact Payroll Services

    • We use your manually prepared payroll records to provide the following

      • EFTPS tax deposits

      • Payroll reporting and tax forms filed

    • Single point of contact

  • Custom Payroll Reports Service

    • We can prepare the following reports for you:

      • Worker’s compensation audits

      • Unemployment claims

      • Social Security Audits

      • Child Support Audits

      • W2 and W3 Processing

      • 1099 and 1096 Processing

Transaction Structuring

Growing and strategic companies may consider buying a business or selling their business. You don’t have to be a big company to benefit from buying or selling a business. To make the most of the transaction, you can count on us.

Buy-Side Considerations

  • Earnings, revenue, and working capital

  • Accounting policies

  • Post-acquisition transition

  • Historical trend analysis to identify value and risks

Sell-Side Considerations

  • Historical trend analysis

  • Earnings and net asset analysis to present EBITDA

  • Report creation as requested by buyer

  • Tax structure advice