Individuals often need help with a variety of financial matters. Dunn, Cooper, Adkins, & Reynolds CPAs, PLLC can help you with small issues, as well as daily tasks. Our financial consultants can help you keep track of your finances and plan for the future.
Daily Money Manager
Services for The Elderly
Rest assured your elderly relatives are taken care of financially. Dunn, Cooper, Adkins & Reynolds CPAs PLLC has a program specifically designed for elderly customers. By ensuring bills are paid on time, bank accounts are reconciled monthly, and managing other financial issues, we can relieve the stress of that individual, as wall as their loved ones.
Our services include:
• monthly bill paying,
• financial account reconciliation, and
• monthly financial reporting.
When you get home from a long day's work, the last thing you want to do is stress over paying bills and managing finances. Let Dunn, Cooper, Adkins, & Reynolds CPAs, PLLC help. We can work with you to manage your personal and family finances. We can work with you to establish and manage a budget, pay bills and plan for your future.
Our monthly reporting options will help you see your personal financial much brighter.
What does a daily money manager do? Learn more
Dunn, Cooper, Adkins & Reynolds CPAs, PLLC can prepare state and federal tax returns for businesses, as well as individuals, estates and trusts.
We work with businesses, self-employed individuals and others to plan for upcoming tax deadlines, as well as estimate taxes when needed.
Our staff stays updated on the latest tax laws and regulations to help you file your returns quickly and correctly.
Tax Audit Assistance
Are you being audited by the IRS or by your state government? You may be audited as part of a randomly selected group. The IRS has up to three years after a return is filed, but an audit can occur up to six years later. Common red flags on returns can also trigger an audit. These can include:
Employees versus Independent Contractors If you own your own business and have any employees, the IRS closely examines employee classifications. It is important to be sure employees who meet the criteria are treated appropriately.
Large Business Losses If your return shows thousands of dollars in business losses in a single year, it can be warning signal for the IRS. Be sure to keep all receipts and carefully document all expenses.
Large Charitable Contributions If your charitable contributions are more than 10 percent of your annual income, the IRS may examine your return more closely. Be sure to keep all documentation for contributions. Also, be sure you are donating to established, reputable charities that are recognized by the federal government. Otherwise, your contributions may not be tax-deductible.
Income Not Included On Your Return The IRS receives copies of all W-2s and 1099s. If the IRS has income reported for your Social Security number that is not on your return, an audit often follows. Be sure to include all income on your returns, regardless of the amount.
Dunn, Cooper, Adkins & Reynolds CPAs, PLLC has the resources and knowledge you need. We can work with you to prepare the needed financial information, as well as analyze your situation. During the actual audit, our tax professionals will work with you and the government representative to provide information and resolve issues that arise.