Robert E Jahn, LLC Accounting & Tax Preparation Services

New for the 2023 Tax Season - Comprehensive Free Coverage for

IRS and State Audits, Identify Theft and Preparation Errors

Coverage is provided by Tax Protection Plus who employs a staff of experienced CPA and Enrolled Agents

See the details of this coverage that is included free in your fee here

Note that I have had no audits in 10 plus years, paid less than $400 in interest, and will monitor your case

Why Choose Robert E Jahn LLC?

One big reason to consider my firm is you always get me. Not a staff accountant or bookkeeper with 2 years of experience or part-time staff hired to crank out tax returns during tax season.

I am semi-retired and have no support or other staff members. Yet, I offer the latest technology and data security. I use state of the art accounting and tax preparation programs with bank-level encryption. I will gladly visit your home or meet at a convenient location, so no waiting in line. All my services offer initial 15 minutes of free accounting and tax consulting services. Many tax clients have questions or want updates. Again, most get an answer or follow up call within a day or two.

Year End Accounting and Tax Work

Well here we are already 2024! Are your QuickBooks posted to date and properly reconciled? If not, I can help you get everything entered, balanced and prepared to assure accurate financial statements. I do this a lot and more for just $90 an hour for offsite work.

Maybe your small business financials are up to speed, but you were unhappy with the way the taxes got filed last year. Possibly errors were made, not timely, costs went up or just slow to respond? Why not get a quote from me on the business and/or your personal taxes? Personal returns with using the standard deduction start at $250, itemized returns start at $350!

Please note that there is never a charge for a brief initial on-site consult on your small business accounting or tax preparation issues. On your personal taxes, I offer free phone consultations to determine your situation. I also offer brief onsite tax consulting when I pick up your tax information and again when I deliver the returns. I am semi-retired and have most of my clients locally and many virtual clients. So everyone gets personal attention. I also have the technology to do everything virtually and securely, if you want that option. My portal is very user friendly and great if you forget a document or receive a corrected document later.

QuickBooks Certified Pro-Advisor - On-Line version only

MBA Trained Accountant, Decades of Experience

My entire career has been about protecting assets and ensuring they are properly recorded. The owners and their accountants need to understand the accounting and tax rules that apply to their business and personal situation. Every business or individual needs to develop and maintain records that properly account for their financial results. Business and personal records must be kept separate. Then it is essential reports be correctly prepared for timely filing with federal, state, and local agencies.

But I fully understand that if you are reading this you are not an accountant and very likely not really interested in becoming an accountant. This is particularly true of business owners. Few of you want to devote time and energy to the complex accounting and tax issues you face. It is best to have an accounting and tax expert consult and assist with these matters. You want to focus on running and growing your business, not debits, credits and tax reporting.

The whole tax area and its related issues are particularly complex. That is even more true since the 2017 Tax Reform and Jobs Act changed so many of the existing rules. I've been an accountant for over 50 years. I've done taxes for others over 11 years, so I'm very familiar with accounting and taxes at this point. Last year I spend over 40 hours to stay up on software and tax law changes. And I'll spend at least 40 hrs this year staying up to date. Lots of changes and I am committed to staying fully up to speed on all the accounting and tax changes and interpretations. After all, it is both of our goals to have your taxes filed correctly while minimizing your tax liability.

I progressed from a Staff Auditor at a major regional bank all the way to Senior Vice President of Internal Audit at another very large regional bank. My focus was and is to always on work with trained and certified professionals to provide high-quality reliable service at a reasonable cost. I take my training from well known, nationally renowned sources including PhD's, CPAs and attorneys. I have a local CPA, that I consult with and refer corporations or others with highly complex situations to assure you get the right answers.

I bring this same mindset to my accounting and consulting work with you. I ensure you have size appropriate reasonable procedures and controls in place to safeguard assets and protect your finances. I also assure that you have timely, relevant, and accurate financial information. If I do it or just review your accounting systems, personal tax records and reports it generates or you receive from others.

Our working together is the key to managing your business and personal tax situation. It is also the best way to assure your accounting, tax and regulatory compliance. I know what happens when things go wrong! I also know how to prevent and detect issues before they become a serious problem. In over 10 years of doing this, none of my clients have been audited by regulatory or taxing authorities. Yes, some clients receive notices or questions from the IRS. But to date, one response has been enough to resolve the taxing agencies concerns. I'm here to help you understand their concerns and get them resolved quickly.

As someone who is semi-retired, I can offer you decades of experience and impressive credentials. My career began with a BS in Accounting and Systems from Point Park University, with Honors and Accounting awards. I worked my way up the corporate ladder at Pittsburgh National, Dominion Bankshares, Midwest Financial Group, and First of America Corporation.

Along the way, I earned my MBA in Finance from the University of Illinois. I also earned several other professional designations over the years, which are in retired status. I was a Certified Internal Auditor, Bank Auditor, Financial Service Auditor, a Fraud Examiner and Investigator and passed the CISA examination in IT audit. Finally, I was an IT Project Management Professional who has 10 years of IT management experience and a Masters Certificate from George Washington University in Project Management.

PROTECTING YOURSELF: File Taxes Timely & Correctly

There is an old adage that states no one can make you do anything, but they can make you wish that you had. This is absolutely true! Filing timely accurate tax reports, whether they are local, state or federal, is a key requirement for keeping the tax man happy and not auditing you.

We all want to pay as little as legally possible, and I'll work with you on that goal. However, I have seen people who failed to file, file late, overlooked or omitted income, and/or took improper deductions pay large penalties and interest. These are problems that I will help you to avoid.

Consider all the time, money and effort that goes into correcting these mistakes and resolving issues. Add in the worry and the fees for filing corrected or amended returns and it can rapidly become quite expensive. Much better to pay the correct amount upfront. That way, you get the return calculated correctly and submitted in a timely manner.

As noted previously, I spend many days training and reviewing law and filing changes to assure you pay the legal minimum in taxes every year. When we work together, we can often minimize surprises and avoid writing those big checks to cover these surprises.

The Tax Cuts and Jobs Act of 2017 and other tax law changes made numerous and complex changes to the federal tax code. It will impact all of us for years to come and Congress and the various states like to change the rules too. Covid and tax related response to Covid were many and complex! Trust me to monitor these changes and keep your tax filings correct and timely.

Need to securely encrypt a prior return or send me copies of letters or tax documents https://www.encyro.com/robertejahnllc

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