Summer hours: Monday - Thursday 9AM - 4PM

(920) 594-2635

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    • Home
    • About Us
    • Services
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    • Appointments
    • Resources

(920) 594-2635

  • Home
  • About Us
  • Services
  • Client portal
  • Appointments
  • Resources
Reliance Accounting and Tax Services, LLC

Business Services

What We Offer

Whether you are growing beyond the QuickBooks stage or are just looking to make more time to get back to the areas of your business you are passionate about, we can help you with all of your bookkeeping and business service needs! We cater to small and medium size businesses who are looking for someone they can trust to take over those back-office financial functions. Our business service offerings include:


  • Full-service bookkeeping
  • Payroll
  • Fractional CFO Services
  • Sales and Use Tax preparation and filing
  • Accounting System setup
  • QBO or Xero cleanup
  • Profit and Loss Statement
  • Balance Sheet

Tax Preparation

What We Offer

From simple individual returns to complex business returns, we are your solution for income tax preparation and filing! We offer flat rate pricing, so you know exactly what to expect and we are happy to walk through your unique tax situation with you so that you can better prepare for your tax liabilities and alleviate year-end surprises. Our tax services include:

  • Individual Tax Preparation
  • Partnerships
  • S Corporations
  • Estates and Trusts
  • Nonprofits
  • Farms
  • Small Business and LLCs
  • Rentals
  • Sales Tax Reporting
  • W-2 and 1099 generation

Representation

What We Offer

 

Whether you need assistance with a letter you received from the IRS or State Department of Revenue, are looking to get back taxes filed, going through an offer in compromise, or need any other assistance with the IRS, we can represent you before the IRS to help resolve your tax issues! 

  • IRS or State Tax Department Representation
  • Prior year non-filed tax returns
  • Back taxes
  • Tax Liens
  • Tax Levies
  • Tax Payment Plans
  • Offer In Compromise
  • Innocent Spouse Relief
  • Injured Spouse Relief

Tax Planning

What we offer

We are pleased to offer tax planning services to our list of offerings. We are more than just a tax prep firm. Good periodic tax planning can help you reduce your taxes and set you on a better track for financial security. Our tax planning services include:

  • Tax Projections to ensure you are withholding the correct amount of tax
  • Tax Planning to ensure you are taking advantage of all credits and deductions available to you during the year
  • Income analysis to determine what financial moves to make during the year
  • Gift and estate tax planning so you can make a lasting legacy
  • Year-end or Quarterly tax planning
  • Multi-state or international tax planning

Consulting

What We Offer

 Our consulting services allow you to pay for only what you need. Whether you just need some periodic help or some assistance with projects, we're here to help you. Our consulting services offerings include:

  • Review and cleanup of client-provided books
  • Bank reconciliations
  • Accounting System setup
  • Guidance on business startup
  • Business entity selection
  • Year-end or quarterly planning
  • Multi-state or international tax planning 

Contact Us

Contact us for a free consultation!

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Reliance Accounting and Tax Services, LLC

2100 South Kensington Drive #3, Appleton, Wisconsin 54915, United States

(920) 594-2635 info@relianceaccounting.net

  • Home
  • About Us
  • Services
  • Client portal
  • Appointments
  • Resources

Reliance Accounting and Tax Services, LLC

2100 S Kensington Dr. STE 3, Appleton, Wisconsin, 54915

(920) 594-2635

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