What a Difference Planning Makes

Your business and livelihood are too important to leave up to luck. With Barrett and Company, you can rest assured that we’re using the most current technologies and our wealth of knowledge and resources to make sure you’re retaining as much of your income as possible.

Tax Preparation

We help individuals, corporations, partnerships, trusts, estates, and non-profit organizations file accurate and timely tax returns. We pride ourselves on making this process easy and accurate because you have better things to do than worry about your numbers.

Tax Planning

Tired of big surprises at the end of the year? Proper tax planning can save you the frustration of unforeseen burdens and inadequate resources. By making tax planning part of your overall business strategy, we use our experience and access to the most current developments in the tax laws to minimize both your current and future tax liabilities. Oh what a difference a little planning can make.

Estate and Trust Tax Preparation

Proper planning is so important, especially when it comes to leaving assets to your beneficiaries. We can help plan, reduce or eliminate the tax due on the transfer of your business and other assets. Ensure your objectives and intentions are met – we can help.

Business Succession

For business owners, providing business continuity and succession of ownership is essential. We can not only help you build your business and grow your dreams, but we can guide you through the complex process of getting your financial affairs in order for when it’s time to pass the torch.

IRS Representation

For over 25 years, we’ve worked with many federal and state tax authorities helping countless businesses navigate the confusing and intimidating world of the tax system. When the IRS calls, our clients have peace of mind knowing that we’ve got their back and their business is in order.

“Thank you so much.  I appreciate the time that you took to go over my personal return.  I had not had that opportunity to understand how income flows and why.  I can say whenever I work with any banks or even some of my recent agencies,  your firm is highly thought of.  We appreciate all you have done for us!”

– Cristy T.

Tax and Planning