Services

Expert Services to Help You Manage Personal and Business Taxes

With services from Sommerfeldt CPA, you don't have to worry about confusing tax laws. My name is Craig, and I can help you with your taxes and other financial concerns.

Core Services

Tax Planning

Business

Transaction Consulting
Entity Structure – Tax Advantages of Alternative Structures
Tax Forecasting

Personal

Maximizing Credits and Deductions
Sale of Investments, Including Rental Properties
Filing Status

Tax Compliance (i.e. Preparation of Tax Returns)

Business

Form 1065 – Partnerships and LLC’s electing to be taxed as a Partnership
Form 1120S – S-Corporations and LLC’s electing to taxed as an S‑Corp
Form 1120 – Corporations and LLC’s electing to be taxed as a C corporation

Personal

Form 1040
Amended Form 1040

Other Services

Business Financial Planning

Cash Flow
Budgeting
Financial Strategies
Debt Analysis
Capitalization Issues

Personal Financial Planning

Cash Flow
Budgeting
Financial Strategies
Personal Debt Analysis
Insurance Needs Analysis
General Financial Plan

Reach Out to Craig

My services are available virtually and remotely to anyone. Signatures can now be done electronically. Get in touch with me today for inquiries and consultations.