CB Tax Pro

Tax Preparation
Tax Planning
Tax planning and tax forecasting services for individual clients is a core competency of the firm.
Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

 A core specialty is the preparation of tax returns for individual taxpayers.

 Our firm offers professional preparation of federal and state tax returns for individuals at competitive, affordable rates.

 We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to.
 We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.

 We are passionate about taxes, and we run our practice differently than most preparers. We go by the Tax Code, and your tax return will be prepared by a licensed tax professional.

 All work is done in our office and never sent overseas.

 Privacy is always protected. We take the time to explain the tax return, showing you how various items can affect the bottom line.
 At CB Tax Pro, we pride ourselves on helping people get on the right track by clearing up the problems so they can get their financial life in order.

 Our office strives to be efficient and state-of-the-art, utilizing the most current technology to best serve the needs of our clients.
 We are available year around to handle any unexpected correspondence from the IRS or any state taxing.

  Contact us if you want professional tax help, or any of our other services.

All businesses are required to keep accurate records for both taxation and sale tax purposes.  

 There are two useful by-products of bookkeeping: *the information can be used to manage the finances of your business and to help make strategic business decisions. *the accounts that need to be produced in order to calculate your tax liability, can be completed in a more efficient way, thus saving on your accountancy charges.
 Timely, efficient bookkeeping services are available for small businesses.
  Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis.
  Budgeting and forecasting support are also available. We can provide as many of the following services that you want, as well as setting up your business accounts in QuickBooks software.
 General accounting tasks
  •  Enter daily/monthly transactions  
  • Reconciliation of accounts
  • Balance Sheet statements
  • Profit & Loss statements
  • Other monthly reports as needed
  • Accounts Payable
  • Setup vendor database
  • A/P management
  • Record vendor invoices
  • Schedule payments
  • Maintain vendor balances
  • Aging reports
  • Vendor statement reconciliations
  • Accounts Receivable *
  • Setup client database
  • Accounts Receivable
  • A/R Management
  • Prepare invoices to customers
  • Apply receipts against invoices
  • Maintain account balance
  • Aging reports
Let us take away this worry from you. Allow yourself more time to generate more business. We offer fixed competitive fees which can be paid on a monthly basis.

How we can help
Have the stress taken out of your accounts
Over the years we have maintained our commitment to helping individuals and small privately owned businesses. Our approach is to understand your financial situation, your business, your personal ambitions and the industry in which you compete. We believe this provides our clients with a personal service, catered just for them.