Financial & Tax Planning For Individuals

I first engaged the services of Padgett Business Services in 2013. Unfortunately, I had dealt with negligent and incompetent tax advisors and presented all sorts of compliance issues to PBS. I found out during the process of a mortgage application that the IRS had no record of our 1040 having been filed for calendar year 20xxl My wife and I had a copy of the 1040 return but the tax advisor literarily did not file the return. On top of that I was dealing with an old State of Ml business tax issue, State of Ml sales tax issues and even State of Ml employment tax issues. It wasn't easy and it took time but PBS eventually resolved each and every outstanding compliance issue. For several years now, we are in full compliance

I have engaged PBS to provide the following services:

1. Payroll Processing — WRM has full access to ADP to enter payroll data biweekly


2. Payroll Tax Returns — W2's, 941 's, and any others required by state or federal tax law


3. 1099 Statements to suppliers as required by federal law


4. Sales tax return to Michigan monthly / annually


5. Municipal Property Tax returns


6. Monthly compilation / compliance work to achieve timely completion of S-Corp 1 120s income tax return


7. S-Corp 1 120S income tax return by March 15


8. Joint 1040 personal income tax returns (WRM / PLM) by April 15

In other words, I have outsourced ALL tax compliance work for both my company and my family to PBS.

WM