and

bookkeeping

Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is a family run business, our clients benefit by getting personalized quality service that is beyond comparison. You can reach us year-round by phone if you have any questions regarding a tax issue or service we provide.   Below we have listed the services that we offer to our clients along with a brief description. The list below is by no means all-inclusive, please feel free to inquire about a concern if you do not see a service listed.

Tax Preparation & Planning

Are you searching for a tax preparer that can assist you with your individual and business needs? Look no further. Ingersoll Financial Services provides tax preparation services for individuals and businesses located in Twin Cities and the surrounding area. We are capable of preparing federal and state income tax returns (for all 50 states) for you. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning and return preparation 
  

• Individuals 
  

• Corporations 
  

• Partnerships 
  

• LLCs/LLPs 
  

• Estates, trusts and gift 
  

• Not-for-profit organizations 
  

• IRS/State audits and representation 
  

• Divorce and support issues 
  

• Tax effects of buying/selling a business
  

Bookkeeping & Payroll

We provide several services to businesses including payroll and bookkeeping. We can do your bookkeeping while you focus on growing and running your business. Make an appointment to discuss options and rates.

We can also assist  with personal bookkeeping - making sure that bills are paid on time and financial resources are tracked for tax time.  If you or a family member need assistance with maintaining your financial accounts, give us a call and we can discuss options and our rates for helping you gain peace of mind. 

Business Start-up Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We encounter a wide array of financial and tax issues during the course of our business.  As a result, we have gained valuable experience over the years in numerous specialized areas. Give us a call to make an appointment.