|
Mission Statement:
We believe in the value of relationships. We view every client
relationship like a partnership, and truly believe that our success is a
result of your success.
We are committed to providing close, personal attention to our clients.
We take pride in giving you the assurance that the personal assistance you
receive comes from years of advanced training, technical experience and
financial acumen. Our continual investment of time and resources in
professional continuing education, state-of-the-art computer technology
and extensive business relationships indicates our commitment to
excellence.
A Note to our Clients
People often ask us what we do after our busy tax
season is over. The first things are payroll and property tax reports.
Payroll tax returns are due April 30, so there is little rest between due
dates. The reports on business property are due to the counties the first
week of May.
After those two rushes, we work on the individual and
corporate tax returns that were put on extension. But the fun stuff is the
planning work that is done during this time. We look at potential sales,
the potential savings starting a retirement plan, or projections of taxes
based on the income earned through the year. We also have estate tax
returns to work on.
Lately, we also have been working on IRS audits. Word
is there will probably be more local IRS audits this year, especially on
corporations. If you have a corporation, now would be a good time to check
your permanent records like corporate minutes. The corporate minutes need
to document any activity with the shareholders, such as salary, bonuses or
rents. The corporate minute book is the first item that an auditor will
ask for.
Dan is enjoying his retirement by keeping busy with
weekly golf games and several grandchildren, if you need
to contact him, let us know and we will have him call you.
Of course, we are always
happy to accept referrals from our clients, so please feel free to give
out our name.
Contact Information:
- Telephone :
530-893-8761
- FAX :
530-893-0207
- Postal address : 3120 Cohasset Rd. #8
-
Chico CA 95973
- Electronic mail
- General Information:
generalinfo@joanstonercpa.com
Customer Support:
generalinfo@joanstonercpa.com
Webmaster:
webmaster@joanstonercpa.com
original page design by

Steven Fuller
Computer Consulting
|