Our Services
Our Services
Tax Preparation & Planning
Navigating today’s complex tax code can be daunting, especially for medical professionals with busy schedules. Our experienced team works toward compliance while seeking to minimize your tax liability.
Handling your own tax return may lead to missed deductions and credits, and overlooking yearly rule changes can result in errors. Whether you’re a start-up or an established practice, we provide affordable, expert tax planning services to help you save more and keep more of your hard-earned
- Individual Tax Preparation
- Business Tax Return Preparation
- Gift & Estate Tax Return Preparation
- Partnership & Corporate Tax Preparation
- Estate and Succession Planning
- Out-of-State Returns
Payroll
Managing payroll can be tricky and time-consuming, but we understand the challenge at Willard Tax and Financial and offer a comprehensive strategy to ease your burden.
Whether starting a new business or seeking a better payroll system, we simplify payroll processing, letting you focus on running your practice.
- Checks or Direct Deposit for Employees
- Federal Tax Liabilities
- State & Local Tax Liabilities
- Unemployment Tax Liabilities
- Quarterly Tax Forms
- Year-End Tax Forms
- Customized Payroll Reports
- Tax Deposit Services
- W-2s and 1099s
Business Entity Selection
Choosing the right business entity is crucial for protecting your assets and optimizing tax benefits. We specialize in guiding medical professionals through this decision-making process.
When starting a new business, choosing the right entity is crucial for maximizing protection and tax benefits. For medical professionals, making this decision with the right guidance can significantly impact your practice’s success. Trust us to guide you through the setup process and ensure compliance from the very beginning. Let us handle the complexities so you can focus on what matters most—your patients and your practice.
- Sole Proprietorship
- Partnership
- Corporation (includes S Corp)
- Limited Liability Company (LLC)
Bookkeeping
As a medical professional, your primary focus is on providing the best patient care, and handling bookkeeping can feel overwhelming. Let us handle the numbers.
Whether you need us to handle all your bookkeeping or just assist with specific tasks, we tailor our approach to fit your needs, schedule, and budget. With accurate, professional financial management, you’ll gain insights into your practice’s health and have the support you need for growth.
- 1099 Service
- Accounts Receivables and Payables
- Aging and Vendor Reports
- Balance Sheets
- Bank and Credit Card Reconciliation
- Data Entry
- Profit and Loss Sheets
- Sales Tax Service
- Secure Data Exchange
Retirement Planning
As a dedicated medical professional, you’ve devoted your career to helping others. It’s time to ensure your future is secure by prioritizing your retirement planning.
Retirement planning is a crucial journey, and a financial advisor can be your trusted partner every step of the way. We begin by crafting a customized financial plan that reflects your unique goals. Together, we’ll explore various retirement savings options, including 401(k)s and cash balance plans, ensuring you maximize your contributions. Jason will guide you through the ins and outs of IRAs—traditional, Roth, SEP, and SIMPLE—helping you choose the best fit for your needs. As you approach retirement, we’ll also focus on retirement income planning, creating a strategy to withdraw funds that keeps your financial future secure. With personalized attention and expertise, Jason empowers you to build a solid retirement strategy that not only meets your needs but also supports the lifestyle you envision.
Our customized Financial Planning fee is: $1750.00
Business Consulting
Transform your medical practice with our professional business consulting. Our expert team provides tailored strategies to better position your practice’s financial health, streamline operations, and support growth.
Transform your medical practice with our expert business consulting. We provide tailored strategies to optimize your practice’s financial health, streamline operations, and support growth. By working with us, you can make informed decisions and avoid common pitfalls, knowing your practice is in capable hands. Let us take care of the complexities so you can focus on providing the best care for your patients.