Our Specialties:
At Curtis & Associates we provides a wide range of services to individuals and businesses in a variety of industries. We also strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Tax Preperation
From personal tax returns for individuals to tax preparations for small and mid-sized businesses, we possess the expert knowledge you can trust. We pride ourselves on our integrated and holistic approach to tax planning and projection review, keeping you in compliance to reduce your tax liability while projecting for long-term profitability.
We make it our goal to stay up-to-date with the most current federal and state tax regulations to prepare accurate tax returns for all of our clients.
Our goal is to offer reliable tax preparation services at reasonable rates to your business.
Bookkeeping
We are here to manage all of your daily financial records, so you don’t have to shoulder the overhead burden yourselves. We offer bookkeeping services that are designed to increase your productivity and improve customer satisfaction while decreasing your expenses and increasing profitability.
Meaningful, well-organized financial records guarantee that your back office operations will run more efficiently on a daily basis. When done correctly and on time, having an up-to-date understanding of your finances becomes a strategic business tool. In today’s hyper-competitive marketplace, it can be one of the things that give you the advantage.
Quickbooks Services
QUICKBOOKS SUPPORT
Do you still use an excel spreadsheet to do your accounting? We can setup a quickbooks file and either provide full accounting services for you or we can assist you on how QuickBooks works and provide a monthly or quarterly monitoring role.
​
QuickBooks Clean Up
Do you currently use QuickBooks and you are not sure if you are utilizing all of the features to make QuickBooks efficient for your Company? Let us look at your QuickBooks file and implement a plan to make daily life with QuickBooks more efficient for you and your Organization.
​
As a QuickBooks ProAdvisor member, Brenda has passed a proficiency exam administered by QuickBooks and has experience performing implementation of QuickBooks. To ensure a smooth implementation
Payroll
We offer an entire suite of payroll services. We have e-file capabilities to e-file state and federal monthly, quarterly, and annual payroll reports. Let us save you time and hassle by preparing your required payroll filings.
We also offer a complete payroll services solution that is an excellent choice for small businesses that either want to switch from a large payroll provider or who are currently frustrated by the in-house payroll preparation process.
​
​
Entity Selection
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Cash Management
No one can predict the future perfectly, but we can all benefit from planning for it. We. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
© 2023 by Curtis & Associates
Contact Us
Socialize With Us
Memberships
