Professional Services Tailored to Your Needs

At Square Tax Firm, we provide a full range of professional tax and financial services designed to meet the unique needs of individuals and small businesses in Des Moines, Iowa. Our experienced team delivers accurate, reliable solutions with integrity and personalized attention.

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Individual Tax Preparation

Our trained tax professionals provide comprehensive income tax preparation for individuals and families in Des Moines and surrounding areas. We understand that each taxpayer has unique circumstances, and we work diligently to ensure you receive all the deductions and credits you’re entitled to.

We offer both in-person and e-filing options to make the process convenient for you. Our goal is to maximize your refund while ensuring compliance with all tax laws and regulations.

Personal income tax return preparation

Tax planning and consultation

Electronic filing

Prior year tax return preparation

Tax amendment preparation

Audit representation

Tax debt resolution

Business Tax Services.

At Square Tax Firm, we understand how complex and stressful business taxes can be. Our professionals are here to help with customized solutions tailored to your business needs, whether you’re a sole proprietor, partnership, LLC, or corporation.

We work closely with you to develop tax strategies that minimize your tax liability while ensuring compliance with all applicable tax laws. Our goal is to help your business thrive by providing expert tax guidance and support.

Business tax return preparation

Quarterly tax planning

Payroll tax preparation

Sales tax compliance

Business entity selection

IRS representation

Tax credit identification

Business Tax Services.

At Square Tax Firm, we understand how complex and stressful business taxes can be. Our professionals are here to help with customized solutions tailored to your business needs, whether you’re a sole proprietor, partnership, LLC, or corporation.

We work closely with you to develop tax strategies that minimize your tax liability while ensuring compliance with all applicable tax laws. Our goal is to help your business thrive by providing expert tax guidance and support.

Business tax return preparation

Quarterly tax planning

Payroll tax preparation

Sales tax compliance

Business entity selection

IRS representation

Tax credit identification

Bookkeeping Services

The pain and stress that come with keeping track of your business’s finances aren’t lost on us. That’s why we offer our services as your personal bookkeepers. Let us handle this tedious task while you focus on your business!

Our bookkeeping services provide accurate and timely financial information that helps you make informed business decisions. We use modern accounting software to ensure your financial records are organized, up-to-date, and easily accessible.

General ledger maintenance

Accounts receivable management

Accounts payable management

Bank reconciliation

Financial statement preparation

Payroll processing

Year-end reporting

Strategic Financial Consulting.

Whether you’re starting a new business, expanding an existing one, or planning for retirement, our consulting services provide valuable insights and guidance to help you make informed financial decisions.

Our experienced consultants work closely with you to understand your goals and develop strategies that align with your vision. We provide objective advice and practical solutions to help you navigate complex financial challenges and opportunities.

Business startup planning

Financial forecasting

Cash flow management

Retirement planning

Investment analysis

Business succession planning

Financial risk assessment

Strategic Financial Consulting.

Whether you’re starting a new business, expanding an existing one, or planning for retirement, our consulting services provide valuable insights and guidance to help you make informed financial decisions.

Our experienced consultants work closely with you to understand your goals and develop strategies that align with your vision. We provide objective advice and practical solutions to help you navigate complex financial challenges and opportunities.

Business startup planning

Financial forecasting

Cash flow management

Retirement planning

Investment analysis

Business succession planning

Financial risk assessment

Our Service Process

Step 1: Initial Consultation

We begin with a free consultation to understand your needs and goals, and to explain how we can help.

Step 2: Information Gathering

We collect all necessary documents and information to provide accurate and comprehensive service.

Step 3: Service Execution

Our professionals work diligently to prepare your taxes, manage your books, or provide consulting services.

Step 4: Review & Approval

We review our work with you to ensure accuracy and address any questions or concerns.

Step 5: Filing & Implementation

We file your taxes or implement the agreed-upon financial strategies and solutions.

Step 6: Ongoing Support

We provide continuous support and guidance throughout the year to help you achieve your financial goals.

FAQ

How long does it take to prepare my tax return?

Most individual tax returns can be completed within 1-2 business days after we receive all necessary documentation. More complex returns may take additional time.

What documents do I need to bring for tax preparation?

For individual tax preparation, you’ll need W-2s, 1099s, receipts for deductions, last year’s tax return (if you’re a new client), and any tax-related documents you’ve received. For business tax preparation, you’ll need income statements, expense records, asset purchase information, and payroll records.

Do you offer year-round tax services?

Yes, we provide tax services throughout the year, not just during tax season. Our tax planning services are particularly valuable outside of tax season to help you prepare for the upcoming year.

Can you help if I’ve missed filing tax returns for previous years?

Absolutely. We can help you get caught up on unfiled tax returns and work with the IRS on your behalf if necessary.

Do you offer remote or virtual services?

Yes, we offer virtual consultations and can work with clients remotely. We have secure systems in place to exchange documents electronically.

Ready to Work With Us?

We’d love the opportunity to help you achieve your financial goals. Contact us today to schedule a free consultation and discover how Square Tax Firm can make a difference in your financial future.