Federal law requires you to maintain copies of your tax returns and supporting documents for three years. Learn more details.
Don’t worry — you’re not alone, and we’re here to help. The first step is to schedule a consultation with us so we can review your current books together and understand the specific challenges you’re facing. From there, we’ll offer tailored options to help clean up and organize your financial records efficiently.
Additionally, we provide training and ongoing support to empower you and your team to maintain your books accurately moving forward. Whether you need a full cleanup, streamlined processes, or guidance on bookkeeping best practices, we’ll work with you to create a manageable system that fits your business.
We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best–running your company.
We offer a variety of services to help make sure that you are taking full advantage of QuickBooks’ many features.
We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
To ensure a productive initial tax consultation, please plan to upload these and other documents through our convenient client portal. Our portal ensures your documents remain confidential and keeps all your records in one place for easy access.
Identification: A valid photo ID (e.g., driver’s license or passport).
Previous Tax Returns: Copies of your tax returns from the past two years.
Income Documentation: W-2s, 1099s, and any other income statements.
Expense Records: Receipts and documentation for deductible expenses.
Business Financials: If applicable, profit and loss statements, balance sheets, and other relevant financial documents. If you’re comfortable providing us access to your QuickBooks account, we can access this information directly, making the process easier and more efficient for you. Having these documents on hand allows us to provide accurate tax preparation and personalized financial advice tailored to your needs.
Yes! We offer a complimentary initial consultation to assess your financial needs and goals. This no-obligation meeting allows us to understand your unique situation and discuss how our services can support your financial success.
TriStar Tax & Business Solutions stands out due to our commitment to personalized service and client relationships. Unlike larger firms where clients may feel like just a number, we prioritize understanding your individual needs and providing tailored solutions. Our locally owned and family-operated firm ensures that you receive attentive, customized support throughout your financial journey.
Do you specialize in services for specific industries or business sizes?
While we serve a diverse clientele, TriStar Tax & Business Solutions specializes in supporting small to medium-sized businesses across various industries. Our expertise includes tax planning and preparation, bookkeeping, payroll, and strategic financial services designed to meet the unique challenges faced by businesses in different sectors.
Yes, TriStar Tax & Business Solutions offers virtual consultations to accommodate your schedule and preferences. All services are by appointment only, and we are committed to providing flexible options, including remote meetings, to ensure you receive the support you need, wherever you are. Contact us to schedule your free consultation.