Cash Tracks Financial, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Cash Tracks Financial, Inc., 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:
At Cash Tracks Financial, Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Request information about Tax Management Services below
Medicare Supplemental Insurance
If you are on Medicare or will soon qualify for Medicare, we can help you select the Medicare Supplemental plan to best fit your needs. We offer several companies including Anthem and Mutual of Omaha. We are authorized to offer AARP branded products
Request information about Medicare Supplemental Insurance below
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Cash Tracks Financial, Inc.'s accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These 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
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and
return preparation
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
Request information about Accounting Services below
Cash Tracks Financial, Inc.'s payroll services can help you reduce the time spent on administration by processing your payroll. We can print payroll checks and/or initiate direct deposit of employee checks. We will prepare all quarterly and annual employer tax forms and reports including, 941's, 940's, state unemployment, and W-2's. Ours services include the timely payment of federal tax deposits.
Request information about Payroll Services below
We offer term, universal, and whole life insurance from several companies at competitive rates. Individual and business health insurance from top companies such as AFLAC, Anthem, and Assurant Health.
Request information about Life and Health Insurance below
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.
Request information about IRS Representation below
Need help navigating and understanding QuickBooks. We can help you setup a new business or fix your existing QuickBooks, including bank reconciliation, inventory, and financial statements.
Request information about Computer Consulting below
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Cash Tracks Financial, Inc. can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Request information about Employee Benefits, Pension, and Profit-Sharing Plans below
Cash Tracks Financial, Inc.'s financial statement services comprise
all three levels of assurance depending on your company's needs.
- Reviews provide limited
assurance to outside interests and involve inquiries and analytical procedures that confirm financial
statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
- Compilations are
usually requested for internal purposes and are based upon information provided by a company's
management. They do not offer assurance but may involve some adjustment to accounting records.
Request information about Reviews and Compilation below
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Cash Tracks Financial, Inc. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Request information about Entity Selection and Restructuring below
Disclaimer: Unless expressly stated otherwise on this website, (1) nothing contained in this website was intended or written to be used, can used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended; (2) any written statement contained on this website relating to any federal tax transaction or matter may not be used by any person to support the promotion or marketing or to recommend any federal tax transaction or matter; and (3) any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained in this website. No one, without our express written permission, may use any part of this website in promoting, marketing or recommending an arrangement relating to any federal tax matter to one or more taxpayers.