Our Services
Tax Preparation
Like it or not taxes are a fact of life. At Marcellus Tax Planning, we use our knowledge to make sure our customers get every tax break and credit they deserve. We are an affordable yet accurate solution to your tax filing needs and are proud of our ability to explain complicated tax matters to anyone in simple, understandable language.
We excel at filing returns for individuals, families and businesses in any situation.
Bookkeeping
Maintaining records throughout the year is extremely important to ensure income and expenses are reported appropriately come tax season.
At Marcellus Tax Planning we customize bookkeeping services to businesses of all sizes operating in a wide variety of industries.
Business Tax Diagnosis
When running a business, taxes are something you need to account for annually. You want to make sure you are withholding taxes, tracking expenses and investing properly so at the end of the year your business emerges with the smallest possible financial burden.
At Marcellus Tax Planning, our Business Tax Diagnosis is an overall review of your financial picture. We make sure your books are balanced and all the necessary expenses are being tracked. Furthermore, we make recommendations regarding strategies that can leave you, your employees and your family with the most money in your bank accounts come tax season.
Family Tax Planning
Tax Planning isn’t just for businesses. Individuals and families have to pay taxes too! One tax strategy session with Marcellus Tax Planning will put you on the path to secure the largest possible refunds while preparing for your financial future.