Trust Services
Planning can offer greater control and privacy, which is why estate planning is an essential part of an individual's overall financial plan. Although estate planning can be complex, an informed and well-designed plan can help ensure that your assets and loved ones are secure.
Mallett and Barnes has dedicated their time to working with individuals, business owners, trustees, executors, and other related parties with tax planning and consulting services, business succession planning, and fiduciary tax preparation services.
These services include but are not limited to:
· Preparing and filing federal and state estate tax returns, personal income tax returns, and all fiduciary income tax returns required
· Assistance with IRS audits and negotiation of estate matters
· Working with executors, trustees, and administrators to prepare formal and informal accountings, resolve creditors' claims, and identify and collect assets
· Providing guidance with regards to the ongoing administration of irrevocable trusts and other estate planning techniques, including trust reformation
Tax Preparation
At Mallett and Barnes, we understand how stressful tax season can be, and we are dedicated to helping our clients reduce their tax burden while maximizing their financial return. Our team of Enrolled Agents has dedicated themselves to staying up to date on the complicated tax regulations with hours of continuing education seminars so we can help you take advantage of important deductions and credits and keep more of your hard-earned money.
We are passionate about using our knowledge and expertise to assist individuals and small businesses with all their tax preparation needs. Whether your taxes are simple or complex, you can trust our accountants to provide personalized, professional, and affordable service.
These services include but not limited to:
From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Mallett and Barnes steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
· General ledger and financial statements
· Bookkeeping (Monthly, quarterly, or annual)
· Personal financial statements
· Accounting system setup and support
· Payroll processing
· Cash flow budgeting and forecasting
· Employee benefit and profit-sharing plans
· Corporate tax planning and return preparation
