Our Services
We provide a broad range of accounting and tax services for business owners, not-for-profit entities, executives, and independent professionals. We also have expertise in Trust and Estate tax returns. Below is a sampling of our services.
Business Accounting Services
We offer the full range of accounting service to keep your business running smoothly. Our bookkeeping services include preparation of Financial Statements, Bank Reconciliations, Bookkeeping, Payroll, Payroll Tax Returns, Sales Tax Returns, Accounts Receivable and Accounts Payable.
Business Managerial Consulting Our professional team works together to help business understand their position today, and chart a course for the future. We offer business consultation, monthly profit and loss reports, business projectons, and assistance with sale of businesses.
Tax Return Preparation
Business – Individuals - Trusts – Foundations
Our staff attends rigorous yearly education to remain up to date with the ever changing tax code. We are ready to prepare all tax returns associated with Small- Mid-sized Businesses, Partnerships, Individuals, Trusts, Estates and Foundations.
Financial Planning Services Our specially trained, dedicate staff can help you assess your current financial situation then create a plan to meet your future needs. Our partnership with Avantax Planning PartnersSM expands your opportunity for financial planning strategies and services.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Schleisman Onken & Associates PC.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by [a third party/Third Party name] for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. Information Technology Services
Our computer technology consulting services address the full spectrum of the accounting software. We are prepared to assist you in making software selections, provide support for installation and training, and work with you to periodically evaluate and update your software.
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