Financial Services

Accounting Services

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  • Financial Statement preparation
  • Account reconciliations
  • Review of financial results with key employees
  • Forecasting
  • Cash Management
  • Debt Management
  • Transaction Processing
  • General Bookkeeping
  • Payroll Administration
  • QuickBooks™ Consulting and Support.

Bookkeeping

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We offer Full Service Bookkeeping. Customized to fit your business. Use as much or as little as you like or need. Business reports–financial statements, cash flow, sales & profit comparisons Sales and use tax reports, bank reconciliations, and other business accounting reports Payroll tax and other associated tax reports, Invoicing and bill paying services.

Business Consulting Service

Whether you looking to start your first business or have one that is on the grow, we can help you determine the best way to set-up your business and also free up your time by taking care of the accounting end of your small to medium size business.

Tax Return Preparation

  • Returns prepared for corporations, partnerships, fiduciaries,
    non-profits, and individuals
  • Electronic tax filing available for state and federal
    returns
  • Income tax planning service
  • Affordable pricing for complete tax preparations

Business Tax

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In addition to filing all the tax forms necessary for Payroll Taxes, PTS can file all the necessary forms for Business Located in Washington

Income Tax Preparation

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We will look for every deduction that you are allowed under current tax laws and we are as aggressive as the law allows. Your return will be reviewed and signed by a tax professional with over 30 years of experience! All of our tax professionals stay up on the most current tax laws by attending seminars and classes. Amir is a member of National Association of Tax Preparer. In the event of an IRS Audit a Tax Professional from Tri State Financial Services will accompany you to a local IRS office for the purpose of supporting you in documenting and certifying your valid deductions and all tax forms prepared by us from information you supplied.

Tax Planning

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Since our office is open year-round we can assist you in all areas of tax planning. From as simple as determining number of exemptions to claim on W-4 to legal ways to reduce taxes in your business and/or increase your personal tax deductions. We are here to help you determine if the financial move you may be contemplating is going to positive or negative tax consequences.