Tax services
Proactive planning and accurate preparation, so you take advantage of every deduction and credit you are entitled to.
- Federal and state returns
- Individual, business and 990 non-profit returns
- Deductions and credits review
Accounting & tax
Your successis our priority.
Accounting, tax and financial consulting for business owners, executives and independent professionals. Accurate, personal and dependable, with pricing built around your situation rather than a package.
Scope agreed up frontIn writing, before any work starts
What we do
Four ways wetake the weight off.
From the day-to-day books to the decisions that shape next year's tax bill.
Business services
We help streamline operations, keep you compliant and drive profitability, with insight that strengthens the business from the inside out.
- Financial statements and reporting
- Payroll
- Regulatory compliance
- Profitability and cash flow review
Wesley Professional Accounting Software
Professional setup, training and ongoing support, so your system actually works the way your business does.
- Setup and file clean-up
- One-to-one training
- Ongoing support
Services for individuals
Individualized accounting designed to safeguard your assets and make the most of your income.
- Personal tax preparation
- Estimated payments and planning
- Year-round guidance
How it works
From first call toa quiet tax season.
Four steps. No onboarding maze, no surprise invoices.
01
Intro call
A short conversation about your business, your numbers and what is currently getting in the way.
02
Your quote
A written scope and a fee based on your actual situation. What is included, what is not, agreed before we start.
03
Handover
We deal with your previous accountant, move the records across and sort out the paperwork.
04
Running smoothly
Deadlines tracked through the year, and one person who picks up when you call.
Not sure what you need? A short call usually sorts it.
(337) 214-0608
Why us
One accountant.Who actually picks up.
You get a named accountant with over 30 years behind him, not a ticket number. No call center, no being passed around, and no invoice for a five-minute question.
- Over 30 years in accounting, tax strategy and corporate finance
- Experienced in negotiating with the IRS and state tax authorities
- Pricing built around your situation, never a set package
- Plain English, and the reasoning behind every number
”
To provide accurate, personalized, and dependable financial services that help our clients stay compliant, make confident decisions, and build a secure financial future.Our mission
Common questions
What clients ask first
How much does it cost?+
We do not work from a set price list. Fees depend on the size of the business, transaction volume and whether payroll is involved. After a short call you get a written scope and a quote, so you know up front what is included and what is not.
Can I switch accountants mid-year?+
Yes, and it is more common than people think. We request the prior-year returns and the books and deal with the paperwork. We run the handover, you do almost nothing.
Do you work with sole proprietors and individuals?+
We do. Personal returns, Schedule C, and advice on whether a different structure would actually leave you better off, which is often the real question.
Which software do you use?+
We work with Wesley Professional Accounting Software and provide setup, training and ongoing support. If you already use something else, we look at it first and only suggest moving if there is a clear reason.
Who will I be dealing with?+
Timothy Hartman, CPB, directly. One named person with a direct email and phone line, not a shared inbox and not someone different every time.
Can you help if I am behind or have a notice?+
Yes. Catch-up work and dealing with the IRS or state tax authorities on your behalf is a long-standing part of what we do. The sooner it is looked at, the more options there usually are.