Individual and Small Business Tax Planning and Preparation:  Whether you are an individual or business we can accommodate your needs.  Tax planning and preparation go hand and hand.  We will evaluate your current situation and offer tax planning advise to limit your tax liability.

Bookkeeping: If you are a new or startup business, ready to upgrade your bookkeeping services, don’t have full-time internal accounting staff, or you would prefer to devote the majority of your time and energy to the overall management of your business, OWLFI Tax and Accounting can help you manage your Bookkeeping.  We partner with your business to provide timely and accurate financial statements.  With the right information you will be able to make informed decisions to guide your business in the right direction.

  • Bookkeeping cleanup: We can help you get your books in line.  Whether you just need caught up for the current year or past years, we are here to help.
  • Reconcile and tie out accounts: Bank and credit card reconciliations are preformed monthly.  We also ensure your receivables and payables are accurate and up to date.
  • Financial statement preparations
  • Certified QuickBooks ProAdvisor

Payroll:  As you grow your business more time is needed to administer payroll.  We can provide solutions to these needs in a reliable and efficient manner.  Timely filing of payroll withholding, payroll returns and year end compliance (W-2s, W-3, 1099s).

Sales and Use Tax Compliance:  We can prepare your monthly, quarterly or annual sales tax returns.  Staying on top of your local and state returns to help you focus on growing your business.

Controller and CFO Services:  OWLFI Tax and Accounting partners with small businesses to assist in “business office responsibilities”.  From coordinating bids/estimates to managing cash flow, we are here to keep you focused on the operations of your business.

QUESTIONS ABOUT A FINANCIAL, TAX, OR LEGAL ISSUE? ASK OUR EXPERTS.

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We work as a single united team with market leading firms around the world and give our clients the highest quality advice possible.

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