Services
The work, described the way clients actually experience it.
Every engagement below states who it serves, when it usually comes up, what it may include, and what you should end up with. If something you need is not here, ask — the answer may still be yes.
Service list pending confirmation
This page lists the services a Southeast Iowa practice of this type commonly offers. Any service Mark does not provide should be removed before launch, and anything missing should be added, so the published list matches the firm exactly.
01
Individual Tax Preparation
- Who it serves
- Individuals and households in Burlington and the surrounding Southeast Iowa communities — including retirees, wage earners, landlords, and people with income from more than one source.
- When clients usually need it
- Most people start in January or February, but a mid-year start is common after a move, a marriage, a retirement, an inheritance, or a first year of self-employment.
- What the engagement may include
- A review of the prior-year return and what has changed since
- A document checklist built for your specific situation
- Preparation of the federal and Iowa individual returns
- A walk-through of the finished return in plain language
- Guidance on withholding or estimates for the coming year
- The outcome to expect
- A filed, accurate return you understand — and a short list of what to watch before next year.
02
Business Tax Preparation
- Who it serves
- Owner-led businesses in Southeast Iowa: sole proprietors, single-member LLCs, partnerships, and closely held corporations.
- When clients usually need it
- At the annual filing deadline, at formation, or when the business has grown past the point where the owner wants to handle the return alone.
- What the engagement may include
- Review of the books and the entity's filing history
- Preparation of the applicable federal and Iowa business returns
- Coordination between the business return and the owner's individual return
- Discussion of owner compensation, distributions, and recordkeeping
- The outcome to expect
- Filings that are consistent year over year, with an owner who knows what the numbers represent.
03
Tax Planning
- Who it serves
- Individuals and business owners expecting a change in income, ownership, or structure.
- When clients usually need it
- Well before a deadline — ideally mid-year, or as soon as a sale, a new hire, an equipment purchase, or a retirement decision comes into view.
- What the engagement may include
- A projection based on where the year is actually tracking
- Review of estimated payment amounts and timing
- Discussion of the timing options available for the decision in front of you
- A written summary of what to do and when
- The outcome to expect
- Fewer surprises in April, and decisions made with the tax consequence already known.
04
Tax Notice Assistance
- Who it serves
- Anyone who has received a letter from the IRS or the Iowa Department of Revenue.
- When clients usually need it
- As soon as the notice arrives. Most notices carry a response window, and the options narrow as it closes.
- What the engagement may include
- Reading the notice and identifying exactly what is being asked
- Confirming whether the underlying position is correct
- Preparing the response or the amended filing where one is needed
- Explaining what happens next and how long it usually takes
- The outcome to expect
- A clear understanding of the issue and a response filed inside the window.
05
Bookkeeping & Accounting Support
- Who it serves
- Small businesses that need their records to be current, consistent, and usable.
- When clients usually need it
- When the books are behind, when a lender asks for statements, or when the owner is spending more evenings on data entry than on the business.
- What the engagement may include
- Cleanup of prior periods and a consistent chart of accounts
- Ongoing transaction categorization and reconciliation
- Periodic financial statements
- A hand-off that keeps the tax return from starting over each spring
- The outcome to expect
- Books you can hand to a lender, a partner, or a preparer without a week of catching up.
06
Payroll Support
- Who it serves
- Employers with a small number of employees who need payroll to be filed correctly and on time.
- When clients usually need it
- At the first hire, or when payroll filings have fallen out of sync with the deposits.
- What the engagement may include
- Payroll processing and recordkeeping
- Federal and Iowa payroll tax deposits and returns
- Year-end wage statements
- The outcome to expect
- Payroll obligations met on schedule, with the documentation to show it.
07
New Business Guidance
- Who it serves
- People starting something in Burlington or the surrounding counties.
- When clients usually need it
- Before the first sale, ideally — and certainly before the first filing deadline.
- What the engagement may include
- Discussion of entity choice and what each option means at tax time
- Registration and account setup requirements
- A recordkeeping approach that fits how the business actually operates
- A calendar of the filings the new business will owe
- The outcome to expect
- A business that starts organized instead of reconstructing its first year later.
Not sure which one fits?
Describe the situation in a sentence or two. If Green Tax Pros is not the right fit, you will be told that directly. You can also read through the resource center or learn more about the firm.
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