Bargsley, Andrews & Steinbach, CPAs, LLP

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Business Planning

Call us to discuss the differences between proprietorships, various kinds of partnerships, corporations, and LLCs. We are happy to discuss many aspects of business formation and operation.

We are an excellent source of referrals to lawyers, payroll services, bookkeeping services, insurance, marketing, investments, and real estate professionals.

All of our partners are experienced speakers. We have spoken on family business succession, self-employment issues, tax strategies, caring for aging parents, and business organization. Call us if you need a speaker for your organization.

Trust Administration

Our partners serve as co-trustees and successor trustees for clients who want an experienced person to help family members with difficult decisions and planning.

Tax Planning

Before you make a major financial decision, find out how it could affect your income tax or estate tax situation.

Estates

We work closely with estate planning attorneys to help our clients make good plans within the framework of existing tax law. We also work with executors to prepare estate tax returns, final income tax returns, and fiduciary returns. We relieve some of the stress associated with those situations and guide our clients through the settlement process.

Quarterly Estimates

Many of our clients are business owners. We help them pay the correct amount of tax on their income by preparing estimates before the four annual due dates.

Litigation Support

We can assist with document preparation, attend mediation to help a party make good decisions during the meeting, and testify in court, if necessary.