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Services

The office of Terry Ann Fish, EA provides a wide range of services to individuals and businesses in a variety of industries. We 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.

Our professional services include:


Tax Management Services

At Terry Ann Fish, EA we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. We offer two important options to our personal tax clients:

Our personal interview gives you a voice in the preparation of your tax return. This is an opportunity to talk about changes or situations that have taken place for you in the past year. During this interview we collect all the important documents necessary to complete an accurate and timely tax return.

For our on the go clients, and those with little or no change from previous years, we offer our drop off service. Our staff will walk you through a brief questionnaire and have you on your way in no time. With both options we provide the attention to accuracy that our clients have come to expect, and work hard to complete your return in a timely manner.

In addition to our personal tax services we also assist those in the business community with preparation of their annual business and property tax returns. At Terry Ann Fish, EA we know you work hard in your business all year. Our business interview will focus on strategies that minimize your tax liabilities and plan out the completion of your tax year.

Accounting Services

From start-ups to established companies, businesses rely on accurate financial information to maintain profitability and discover new opportunities. The office of Terry Ann Fish, EA offers accounting services that steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues.

Our services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements

Payroll Services

At the office of Terry Ann Fish, EA our payroll services can help you reduce the time spent on payroll processing and the worry of missing those all important payroll tax deadlines. We offer both direct deposit and paper check writing services for any size payroll. We also file all payroll tax returns for these services as well as completing the year end W-2 processing.

Financial and Retirement Planning

At the office of Terry Ann Fish, EA our purpose is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, college education funding, retirement plans, insurance, and tax planning. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. The office of Terry Ann Fish, EA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Our bill pay service will take away the worry of meeting payment deadlines and give you time to focus on your business without the distractions.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Debt and Finance Advising

Whether your needs are corporate or personal, at the office of Terry Ann Fish, EA we can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.


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