Small Business & Tax Returns

Whether you have an existing Partnership, LLC, C-Corp, S-Corp, Sole Proprietorship or any other type of small business, we can help you. Bookkeeping, financial statements and tax returns are core practice areas. We commit to saving you time and reducing accounting and tax-related headaches so you can focus on your business.

Family/Individual tax & planning

Don't have a small business? No problem. We prepare and E-file personal tax returns for hundreds of individuals every year. We handle your federal, state and local tax returns. If we prepare and file your personal tax return you automatically get FREE tax and accounting consulting - call us or schedule a meeting and we'll answer all of your questions, free of charge.

Business Planning

We know what you're going through and we can help. We can make your life easier by giving you up front answers and helping you cut through the clutter of business paperwork and filings. Use us in addition to your attorney to ensure that the business entity you choose makes the most sense - and saves you the most money come tax season.

Wayne Erdman CPA office forms

Checklist and change form

Direct deposit authorization

Fill this out and return to our office so we candeposit your tax refund(s) directly to your bank account.

Health Insurance Verification

Mileage Log

Client Engagement Letter

Medical Expenses

Cover Letter

IRS Federal Tax Forms (from www.irs.gov)

W-9 W-4 SS-4

Wayne Erdman CPA quick reference sheets

Allowed medical deductions

Donated goods valuation guide

IRA contribution limits (Roth and Traditional)