Services

What we do

Accounting Services

We process your transactions daily, just like an internal accounting department. Our expert accountants can handle the following accounting functions:

Real-time transaction processing

Sales invoicing

Vendor bill payment

Payroll processing

Management reporting

Budgeting, forecasting, KPI trending

We’re an extended part of your team, keeping a constant eye on your accounting, giving you peace-of-mind to help you achieve your business goals.

UNDERSTAND YOUR NUMBERS

We do more than process transactions for you. We help you understand the numbers driving your business.

We do this by:

Having a monthly or quarterly consultation with you to go through your numbers.

Helping you understand the balance sheet and profit and loss statements.

Review the Accounting Intelligence Dashboard (optional for each plan) with you to define and measure business goals.

Tax Services

Individual Tax Services

Personal income taxes could well be one of your largest annual costs. And because most of the financial decisions you make have an impact on your taxes, having a solid strategy is all the more important—after all, effective tax management is the cornerstone for managing your wealth.

We can help you explore your tax-saving opportunities and develop your tax strategy. Drawing on multidisciplinary expertise, we provide you with customized guidance to fit your situation so that your tax strategy works in concert with other components of your financial framework and lifestyle.

Corporate & Partnership Tax Services

From the small, closely-held family owned business to large, multinational corporations, the tax professionals at JamisonMoneyFarmer PC have the experience and knowledge to assist you with tax planning and compliance issues that are critical to the growth and success of your business.

Our offerings include tax planning, consulting and implementation for:

Partnership and Corporate Tax Returns
Mergers and Acquisitions
Tax Accounting Method Services
Cost Segregation and Depreciation Services
State and Local Income/Franchise Tax Planning
State and Local Tax Incentives
Like-Kind Exchanges
Tax Controversy Services

Estate & Trust Tax Services

We have the expertise to properly prepare and file income tax returns for estates and trusts. However, tax returns are only one piece of the planning process. Our highly qualified CPAs will work with you to achieve and manage your financial goals while helping to develop a clear plan for today and beyond.

Financial Advisory

We rests on  strong and professional leadership, research-driven approach along with an in‐depth understanding of key business drivers and expert domain knowledge, making us innovative advisors for you.

With a business built on strong relationships and uncompromising ethical standards, our aim is to create significant value by engaging with our clients at an early stage of ideation and partnering all the way, in order to execute the right growth strategies.

We have a team of dedicated, experienced and highly qualified professionals who have worked for a wide range of clients across geographies.

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