A woman-owned, local accounting firm dedicated to providing expert financial services for small businesses and individuals in Tooele County and the surrounding areas. What services does Baer Accounting & Finances provide?**
We offer a variety of financial services designed to enhance both personal and business finances. Our expertise includes tax preparation/advisory services, financial stateme
nt preparation, bookkeeping, budgeting, and financial consulting.
**2. We specialize in personalized tax planning strategies to meet individual and business needs. Our team provides expert assistance with tax preparation, filing, and optimization to ensure compliance while maximizing tax efficiency.
**3. Do you support QuickBooks or other accounting software?**
Absolutely! We assist with QuickBooks and other accounting software, offering setup, training, troubleshooting, and ongoing support to help you streamline your financial management.
**4. How can Baer Accounting & Finances help me improve my financial management?**
We provide tailored financial consulting to help you develop strong financial strategies. Whether you need support with budgeting, cash flow management, or financial analysis, our team is here to guide you toward financial success.
**5. Who do you serve?**
Our clients include individuals, small businesses (including startups), and entrepreneurs across various industries. We customize our financial solutions to address the specific needs of each client.
**6. What makes Baer Accounting & Finances different from other accounting firms?**
We focus on personalized service, proactive financial advice, and innovative solutions. Our commitment to client satisfaction sets us apart, ensuring you receive expert guidance and support to achieve your financial goals.
**7. Do you provide retirement planning or investment management services?**
While we specialize in tax planning, budgeting, and financial consulting, we do not offer retirement planning or investment management services. However, we can connect you with trusted professionals in these fields if needed.
**8. Do you serve clients outside of Utah?**
Currently, we exclusively serve Utah residents, primarily those in Tooele County and surrounding areas. However, we can assist Utah residents with out-of-state filing needs, such as multi-state tax filings or sales tax requirements. For those outside Utah, we’re happy to refer you to a qualified professional in your area.
**9. Do you accept clients during the last week of the tax filing deadline?**
We do not accept new tax preparation clients in the final week before the filing deadline (or the final two weeks for S Corps and Partner LLCs) unless they have already filed an IRS extension and received approval. Additionally, we do not accept late documentation or deposits from existing clients who have signed a contract with us. Failure to submit the required documents and/or pay the minimum agreed deposit by the deadline violates our contract terms. We only file extensions on behalf of clients if the extension is required on our end, is not due to the client's fault, and has been pre-approved with the client if they are an existing client. To qualify for tax preparation services during a filing season during our blackout week(s), clients must meet one of the following criteria:
- They have filed an IRS extension and received approval.
- They have requested our services before our cutoff date: April 8th (or as adjusted by the government) for individuals, or March 3rd (or the 3rd of the third month following the company’s fiscal year-end) for S Corps and Partner LLCs. In addition to the cutoff date, the request must be submitted no later than one hour before the close of business (8 PM MT).
- If they have signed a contract with us before the deadline, they must submit all required documentation by the applicable deadline—either at least seven (7) days before the tax return deadline or within five (5) days of signing the contract, whichever comes first. Anyone who has not filed an extension, has not requested services before our cutoff date and time, or has not submitted the required documentation/deposit by the stated deadlines will not be accepted as a new client for that tax season. If an existing client fails to meet these requirements, their contract will be canceled, and they will be notified. Their contract cannot be renewed unless they obtain an approved IRS extension.
**10. We do not currently offer services for C Corps due to our company's size limitations and the complexities involved. However, we plan to serve these clients in the future, though the timeline is yet to be determined.
**11. What are the normal deadlines for filing tax returns (without extensions) for each filing type?
-Individual Tax Filer:
The deadline for individual tax returns is April 15 each year. If this date falls on a weekend or holiday, the
deadline is extended to the next business day.
-Sole Proprietor / LLC as a Sole Proprietor:
For sole proprietors or LLCs taxed as sole proprietors, the deadline is also April 15 each year. This applies unless
the business has an extension, in which case the deadline would be extended to October 15. If this date falls on a
weekend or holiday, the deadline is extended to the next business day.
-Partnered LLC:
The deadline for a partnership return, which includes a partnered LLC, is March 15 each year. If an extension is
filed, the deadline is typically extended to September 15. If this date falls on a weekend or holiday, the
deadline is extended to the next business day.
-S Corporation:
S Corps must file by March 15 each year. If an extension is filed, the deadline is extended to September 15. If an
S Corp has a different fiscal year, the deadline is the 15th day of the 3rd month following the end of their fiscal
year. If this date falls on a weekend or holiday, the deadline is extended to the next business day.
-C Corporation:
C Corporations are required to file by April 15 for those whose fiscal year ends on December 31. For C
Corporations with a fiscal year other than December 31, the deadline is the 15th day of the fourth month after
the end of the fiscal year. If an extension is filed, the deadline is extended by six months. If this date falls on a
weekend or holiday, the deadline is extended to the next business day. These are the standard filing deadlines without extensions. If an extension is filed, the deadlines are generally extended by six months (except for C Corps, which may vary depending on their fiscal year).
**12. How do I get started with Baer Accounting & Finances?**
Getting started is simple! Schedule a consultation https://cal.com/baeraccountingandfinances. During the consultation, we’ll discuss your financial needs and goals, then develop a customized plan to support your success.
