Individual Tax Preparation
Tax Preparation Services to Maximize Your Tax Refund
We work with individuals and families on personal tax planning and preparation of tax returns. Our individual clients span a wide range of tax needs from employees with single W-2 returns, to business owners with multiple K-1s, to landlords with a large portfolio of rental and investment property. We will tailor your tax strategy to blend short-term tax objectives with long-term cash-flow needs, and will assist you and your financial advisors to take advantage of retirement vehicles when helpful to these overall strategies.
Tax Preparation Services
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Monthly Accounting & Payroll Solutions
Todd & Associates CPAs’ cloud-based MAPS program allows businesses to streamline their accounting needs into one of the three packages, with monthly recurring rates based on transaction volumes:
The GPS Package is for small businesses navigating from point A to point B. This package offers basic bookkeeping and payroll support tailored for routing operations.
The Road Map Package is for growing businesses who need visibility into all potential routes to get to their destination. This package offers monthly financial statements and analysis on the changing nature of the business, along with more robust payroll and payroll tax support.
The Globe Package is a comprehensive accounting support system for larger businesses without their own accounting departments. This system includes client-selected features such as cash flow analysis, bill pay, and invoice management. Our payroll system can also serve as an HR support function offering employee handbooks, onboarding, and other employee paperwork.