Navigating Your Financial Future
Your financial success starts here. Gail Van Mersbergen provides expert tax and accounting services tailored to your unique situation, ensuring you receive the dedicated attention needed to achieve your goals.
Key Services
Gail Van Mersbergen leverages her two decades of CPA experience to comprehensively cover your financial needs. Whether you require expert Tax Preparation and Planning for a complex individual return or need strategic Accounting and Business Advisory for your growing company, Gail ensures both your financial health and regulatory compliance are fully optimized.
Individual (Personal) Tax Services
Simplify your personal tax journey and keep more of your hard-earned money. Gail provides complete, expert tax services, including:
- Comprehensive Federal & State Tax Preparation: Accurate and secure e-filing for all required jurisdictions.
- Maximum Legitimate Deductions: Expert focus on maximizing savings, including complex areas like capital gains and rental property deductions.
- Proactive Tax Planning: Strategic advice for significant life changes, such as retirement planning and property sales.
- Complex Tax Issue Resolution: Expert handling of multi-state filings and challenging tax situations.
Small Business & Corporate Tax Services
Focus on growing your business while Gail handles the complexity of corporate tax. This practice provides strategic, compliance-driven services for all entity types, including:
- Business Tax Preparation: Accurate filing for every entity structure, including S-Corporations, C-Corporations, Partnerships, and LLCs.
- Strategic Tax Liability Reduction: Proactive and continuous tax planning designed to legally and strategically minimize your overall tax burden.
- Estimated Tax Management: Assistance with calculating and managing estimated tax payments to avoid penalties and improve cash flow.
- Payroll Tax Compliance: Expert guidance to ensure your business meets all federal and state payroll tax obligations.
Tax Resolution and Compliance
Dealing with tax notices or audits can be stressful. Gail provides essential, professional support to navigate complex interactions with tax authorities, including:
- Tax Authority Notice Response: Expert assistance with understanding and crafting effective responses to IRS and State tax notices.
- Audit Representation: Professional representation during audits, acting as the liaison between you and the tax authorities to defend your position.
- Compliance Navigation: Strategic support to help you achieve and maintain full tax compliance, minimizing future issues.
Business Formation & Setup
Start your business with the right foundation. Gail provides crucial guidance to ensure your new venture is structured for maximum tax efficiency and built for organized financial tracking from day one. Services include:
- Optimal Entity Selection: Strategic guidance on the best business structure (e.g., LLC versus S-Corp) to legally minimize your tax liability.
- Initial Accounting System Setup: Professional support for setting up essential platforms like QuickBooks to ensure accurate, organized financial tracking.
- Foundation for Efficiency: Establishing processes and systems that set up your business for long-term compliance and fiscal clarity.
Bookkeeping & Financial Statements
Maintain clarity over your business performance with flexible, accurate bookkeeping services. Gail ensures your financial records are organized and your statements are always ready when you need them. Services include:
- Flexible Bookkeeping Services: Accurate record-keeping delivered on a schedule that fits your business needs: monthly, quarterly, or annual.
- Essential Financial Statement Preparation: Generating crucial and accurate documents, including the Income Statement and Balance Sheet.
- Financial Clarity: Establishing organized systems to help you easily understand your business's performance and financial position.
27
Years of Experience
2k
Clients Served
15k
Tax Returns Filed