Individual and Small Business Tax Planning and Preparation

Tax planning and preparation go hand in hand. Whether you are an individual or business we can accommodate your needs. We will evaluate your current situation and offer tax planning advice to limit your tax liability.

Filing your own taxes can be overwhelming and complex. Today’s tax laws can make filing even a simple return confusing. The possibility of overlooking legitimate deductions and credits that you are entitled is a real possibility if you are not up on the latest tax laws.

Computer software programs have attempted to make the process easier but there is no substitute for the assistance of an experienced tax professional.

Whether you are an individual or a small business, OWLFI Taxes will make sure you only pay what you owe and not a penny more.


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 to be 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 performed monthly.  We also ensure your receivables and payables are accurate and up to date.
  • Financial statement preparations
  • Certified QuickBooks ProAdvisor
Financial Professionals working together

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.

Kelly Klusman

After receiving his degree in accounting, he joined his brother and friend to create the accountant-trio partnership that developed Planet Sub from one location into a franchise of over 30+ shops, Kelly knows the ins and outs of growing a business. From personal taxes, payroll, bookeeping, long-term tax planing, Social Security Tax planning, and more Kelly is able to leverage his expertise in order to reduce the tax liablity for the clients of OWLFI.