Services

 
 

Individual Tax Returns

Tax laws are getting more complex each year. If you think you are saving money by doing your own taxes but are not familiar with all of the tax code, you could be missing out on several deductions and credits. Our specialty is giving you the peace of mind that a tax professional is processing your return accurately and efficiently for an affordable rate.

Business Tax Preparation

Unexpected obstacles will surface while operating a business, but your company's tax return should not come as a surprise. Whether it is a sole proprietorship, partnership, LLC, S-Corp, or corporation, Peek Armor Tax will develop a strategy to maximize tax benefits while complying with the various tax laws for each business entity.

Estate/Trust/Non-profit Tax Preparation

Make sure that your charitable actions and wealth transfer are handled correctly by limiting taxes paid. This will maximize the impact that you leave for the loved ones and charities that you support. Do not let potentially 40% of your financial legacy left behind for a tax bill due to lack of preparation.

Bookkeeping

Time is a commodity at high demand and short supply when operating a small business. Let Peek Armor Tax take the accounting responsibilities off your hands so you have more time to do what you do best. We will reconcile your accounts and provide financial statements which will lead to a cheaper more accurate tax return.

Financial Planning

Tax planning is one of the many components involved towards accomplishing your financial goals. Josh Peek became a CERTIFIED FINANCIAL PLANNER™ to have the opportunity to impact a client’s financial well-being every step of the way. Whether you need assistance on budgeting, insurance, investments, retirement, estate planning or all of the above we are here to assist you as much as possible on your financial journey.

Audit/Notice Representation

Did you receive a letter from the IRS or your state Department of Revenue? Do not panic. While the tax jargon might be intimidating because it seems written in a different language, Peek Armor Tax will be your translator and communicate with the IRS on your behalf.

A consultation is required to determine the complexities of your specific needs. A quote will be provided and agreed upon before any work is to be completed.