Services
TAX PLANNING
YEAR-ROUND PLANNING SAVES $
Ober Financial is available year round for tax preparation and tax planning. Services such as W-2 calculations & estimated tax payment calculations can save you from paying extra in penalties or taxes.
Ober Financial can assist you when changes in your life affect your tax situation. Some of the changes they’ve seen include:
Marriage, children, home purchase and/or sale, inheritance & Business start-up.
TAX PREPARATION
INDIVIDUALS ESTATES CORPORATIONS PARTNERSHIPS
At Ober Financial, tax preparation services incorporates all aspects of your financial picture to provide the most beneficial tax situation possible.
They have experience in preparing all tax forms you may need in one place.
Individuals - everything from short form to complex tax returns.
Estates - including fiduciary returns and estate accounting.
Business Tax Returns - Including Partnerships, LLC’s and corporate tax returns
TAX PLUS PREPARATION
OUR NEW SUBSCRIPTION SERVICE
Please note that our fees include tax preparation only. To be able to include additional services we are offering Tax Plus. For a quarterly fee additional services can include:
Tax planning and/or “ask me anything” meetings.
Updates on estimated taxes.
Automated tax payments so they don’t get forgotten.
Unlimited emails and short phone calls.
Research on any tax notices received.
As of November 1, 2022 if you are not signed up for Tax PLUS the above services will be billed separately from your tax preparation fees. Call for more information or to receive your Tax PLUS quote.
BUSINESS ACCOUNTING
OUR B.E.E.R PROGRAM
A unique approach to automated bookkeeping combines time saving elements with professional advice. An ideal solution for a small business that lets the owner focus on what they do best - growing the business - while Ober Financial focuses on what they do best.
Business services include Quickbooks, payroll, sales tax, entity planning, budgeting and cash flow analysis.
Proper business planning not only creates a better bottom line but also saves taxes and eliminates last minute surprises.
This program includes pre-scheduled appointments and deadlines to keep you on track. Monthly subscription fee can be all inclusive to help in budgeting your cash flow.
FINANCIAL PLANNING
and INVESTMENT MANAGEMENT
As your financial guide, we need to have a clear understanding of your financial life. Understanding your experience with money management will be important before we can make sound recommendations in your financial planning.
We gain this understanding through the process of creating your financial plan in tune with your unique circumstances, goals, values, risk tolerance and time frame. The financial plan we create with you guides everything we do for every stage of your life.
Financial Planning | Balancing Life Financial Planning | United States
