Holistic Accounting

Extended Tax Filing Deadline

California Tax Filing Deadline

Why Holistic Accounting Works

This approach to accounting is a concept that has been used in multiple industries for many years. The concept is one that recognizes focusing on each interconnected piece gives a better chance for the success of the whole. As it relates to accounting, we are aware of the financial links between businesses and business owners. If the finances of the business are out of balance, quite often, so too will be the finances of the business owner. Holistic accounting allows us to look at the various intertwined elements of running your business and the financial wealth and health of you, outside of your business. We then work with you throughout the year charting a path towards the goals you would like to achieve both for your business and for yourself. This is a forward focused approach that ultimately puts you and your business on a path to success.

A person is using a tablet to color the pie chart.

Precise Accounting and Bookkeeping Services

Accurate accounting and bookkeeping are crucial to running a business. Are you doing this on your own? Would you like to focus more on running your business instead of spending your time figuring out accounting software and reconciling bank accounts?

Tahoe Tax & Accounting Services is here to help. Let us sort the numbers out.

Payroll Services

Many business owners start out running payroll on their own. As businesses grow and the number of employees increases, this can become a tedious task.

Timely filing of payroll tax reports and W2s is necessary to avoid penalties from the IRS and state(s) in which you run your business. Let us take on this task.

We offer payroll services that ensure that all paychecks are paid on time, payroll taxes are paid, and reports are filed by the mandated due dates.

QuickBooks Services

If you are considering using QuickBooks, or are already using QuickBooks, but having problems or questions about the software, we can help you. We are QuickBooks Pro Advisors.

We are well-versed in QuickBooks desktop and QuickBooks online apps and can help you navigate through the many facets of this software.

Tax Preparation and Planning Services

The time crunch at tax time is stressful for everyone. We ease this stress by planning and incorporating adjustments throughout the year.

This ensures that you and your business have taken every deduction and credit that fits your tax scenario before it is too late and the year is over.

We can do this by monitoring, managing your books, and communicating the ever-changing tax law items that may help you with your tax liabilities.

A man and woman shaking hands over a table.

Financial Wellness Support and Analysis

How is your retirement account looking? How much debt do you have? What assets do you own? Will your family continue to live comfortably in case something unexpected turns up?

These are the questions we ask to help you meet your financial goals. After going through a series of discussions and questionnaires, we will work with you to map your path toward financial wellness.

Reach Out to Us