Our proudest accomplishment is the large number of long term clients who year after year put their trust in us. Our staff of professionals provides experience in a diverse level of tax and accounting services so we can assist with whatever needs you may have. We want you to be completely satisfied with our services.
We have a proven track record of going above and beyond to make sure your expectations have been met. Unfortunately, it seems as though small business owners never have enough time on their hands. As a result, tax planning is. The Tax Cuts and Jobs Act (TCJA) of 2017 sharply raised the standard deduction and placed limits on itemized deductions.
We have a proven track record of going above and beyond to make sure your expectations have been met. Unfortunately, it seems as though small business owners never have enough time on their hands. As a result, tax planning is. The Tax Cuts and Jobs Act (TCJA) of 2017 sharply raised the standard deduction and placed limits on itemized deductions.
Services
Integrated Management & Accounting (IMA) was founded as one of a three part integral system in which financial advisors, accounting specialists, and legal advisors work together to provide comprehensive planning solutions to today's complex web of business & retirement issues. Our goal through tax planning is to minimize tax obligations while balancing the real world needs of our clients.
By taking a comprehensive approach to your financial position, we stress tax planning to minimize your overall tax liability. We integrate Partnership, S-Corp, C-Corp, Trusts, Estates, and Gift tax returns into your personal 1040 tax projections to develop your complete tax strategy. We'll devise and implement a well-defined tax planning strategy to reduce your overall tax liabilities.
Accounting for your business transactions can be a tedious and sometimes confusing process. We provide several layers of accounting solutions that enable you to pick the level of service that fits your needs. Layers of service range from a complete package of monthly accounting with payroll and sales tax preparation to an annual review of your financials at the time of tax preparation.
Small business consulting from a financial standpoint comes in a variety of forms; from new business advisory to fine tuning an existing business to maximizing your returns. Depending on where your business falls in the cycle, there is almost always something that can be tweaked to increase your profitability.
Trust & Estate planning is an extremely important thing to consider sooner than later even though it can be a very difficult topic to address. As much as we don't want to admit it, unfortunately we can't live forever. It is important to address these issues now to make sure that everything is taken care of according to your wishes after you pass; and to reduce the burden on your beneficiaries who will be the ones handling your estate.
Reviews (2)
Iva Thelen
Aug 30, 2021
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Affordable Locksmith
Jul 06, 2019
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A quick thank you to Kevin, Josh, Derrick, Ken and the entire IMA staff for saving my business of 24 years and steering my personal finances in the right direction!!! I actually don't know what I would have done this last year if a colleague hadn't recommend you. Thank you very much. Your hard work is very much appreciated.
