Services

George T. Rhein, CPA provides a wide array of professional services to individuals and businesses.  Here you will find a general description of our most common services.  Since this list is not all-inclusive, please inquire if you have a need that is not depicted below.


Individual Taxes
We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.  We can have your refund directly deposited into your bank account.  Refund anticipation loans (RAL's) are also available.

Corporate Taxes
Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for your situation.

Estate, Gift And Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.

Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.

IRS And State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise and payment plans with the IRS.

Accounting And Auditing
Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

We specialize in ERISA audits - 401(K) Plans and Profit Sharing Plans.

Bookkeeping/Write-up
Our firm provides full-charge bookkeeping service. We are Quickbooks Pro Advisers and can assist you with the program or process your records in it.

Payroll Services
We also offer a state-of-the-art payroll processing system that lets you collaborate with us by setting up information on your company and employees, and then enter your regular payroll data and print the paychecks, while we take care of scheduling your tax payments, paying electronically, filing your payroll tax forms, and processing the W-2s and W-3. And because this system is Internet-based, both of us can log in to it securely, without the cumbersome process of transferring data back and forth between your computer and ours.

Debt And Financial Services
Many Americans are facing the pain of large credit card or student loan balances that they do not know how to pay off. We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.

Mortgages
We all know how critical the housing crisis has become. We’ll help you determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. We have developed a relationship with a top mortgage broker and through our joint efforts can seamlessly process mortgages and re-fi's.

Insurance
We are fully knowledgeable and have teamed up with several providers to get you the best possible benefit from:

Life insurance
Health insurance
Workers compensation and disability insurance

Qualified Retirement Plans
These plans (401(k), SEP's, IRA's, Roth IRA's, Profit sharing) just to name a few can provide significant tax advantages for individuals and businesses.  We can assist in evaluating the type of plan that best serves your needs.