Services for Individuals
Barber & Associates offers a full and comprehensive offering of accounting services for individuals that include:
Bookkeeping Services
When it comes to finances and taxes, being organized is one of the most important things people can do for themselves. That’s why Barber & Associates offer a full suite of account monitoring, record keeping, checkbook reconciliations, income & expense tracking, budgeting & forecasting and custom report generation for its clients. Once documents are in their proper place and showing accurate information, it’s then much easier to give solid advice that helps our clients.
Tax Preparation
The era of being able to file a simple, personal income tax return is long past us, due to the complex tax code that currently exists. Barber & Associates’ experience and knowledge will get you exactly what you need – strategies that minimize tax liability. Our up-to-date awareness of IRS, state and local regulations makes sure that our clients benefit to the maximum extent of the law.
Help with Tax Issues
While no one wants to be audited by the IRS, there’s always the chance it will happen to you. The same can be said for unfiled returns, back taxes, liens, levies, fines, wages being garnished, seizures and the list goes on… We help clients solve their issues with the IRS (or any other tax authority) in an affordable and discreet manner. Settling claims, negotiating collections and defending against audits are just a few of the things that Barber & Associates do well for their customers.
Personal Financial Planning
Building and preserving your wealth deserves specialized attention. Barber and Associates will review both your current needs and goals for the future in order to let you understand what you need in order to:
Estate Planning
Most people want to leave the right amount in right places at the appropriate time. However, there is a lot to be aware of before the best estate planning can happen. Current IRS rules, state guidelines, probate, trusts, eligibility of heirs, the proper investments (IRAs, 401(k)s, annuities, etc.) and general uncertainty can all affect the decisions being made. Barber & Associates takes the time to help clients understand the choices they can make and how it will affect their legacy.
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