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Tax Planning & Preparation

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Title: Tax Planning & Preparation


1
Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
Welcome
Website http//www.hearthstonecpa.com
2
Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
FIRM PROFILE
  • Hurley Williams Cook and Ball Treger LLP have
    joined together to become the Hearthstone CPA
    Group.
  • Both of our CPA firms have enjoyed many years of
    providing high-quality professional services to
    businesses and individuals in Kitsap County and
    the greater Puget Sound area. We value the
    personal relationships that we have with our
    clients.
  • We are grateful to our clients not only for
    giving us the opportunity to provide them with
    accounting services but for their loyalty and
    friendship. We are confident that our new
    affiliation will serve us all well.

3
Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
  • Ball Treger LLP will be moving their office to
    the Hearthstone Center building located on
    picturesque Oyster Bay (4312 Kitsap Way) around
    June 2016. Our existing phone numbers will
    continue to be the ones you will use to contact
    us.
  • From the principals of the Hearthstone CPA Group,
    thank you!
  • Larry A. Hurley, CPA
  • Neal K. Williams, CPA MPAcc(tax)
  • Christopher J. Cook, CPA, CFP
  • David H. Ball, CPA (retired)
  • Dennis R. Treger, CPA

4

Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
CLIENT SERVICES

Accounting Services Audits, Reviews and Compilations Bookkeeping/Write-Up Forensic Accounting Financial Statements Financial Forecasts Projections Cash Flow Budgeting Analysis Certified QuickBooks Pro Advisor Tax Planning Preparation IRS Representation Payroll Services Business Succession Planning Buying Selling a Business Estate Planning Retirement Planning Management Advisory Services Business Consulting Pension Profit Sharing Plans Business Entity Selection Accounting Software Selection Implementation Financial Planning Litigation Support Expert Witness Services Mergers Acquisitions
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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
Accounting Services
Providing financial information to our clients
in a timely and accurate manner is a commitment
that we feel can not be compromised. Meaningful,
well-organized financial records ensure that your
business operations will run more efficiently on
a daily basis. Our firm provides a full range of
cost effective accounting services including the
following General ledger financial statement
preparation Bookkeeping (Monthly/Quarterly/Annual
) Accounting system setup for new
businesses Computerized payroll
services Business tax return preparation (Sales
Use/Business Property) Personal financial
statements Litigation support
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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
INFO CENTER
  • Events CalendarThe interactive calendar
    highlights federal and state tax due dates,
    special firm events and other important dates
    that may be of interest to you. Because the
    calendar is continually updated, check back often
    to keep track of filing requirements, deadlines
    and other events that will help you stay current
    and up-to-date.
  • Client Tax OrganizerA tax organizer can
    facilitate the process of pulling together your
    tax information. This basic tax organizer is
    designed for new clients and allows you to enter
    your information right on the screen. You can
    then print the completed tax organizer and fax or
    mail it to the office. Current clients should
    contact the office to request a "proforma" tax
    organizer that includes prior year information
    and carryover data.

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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
  • Federal Tax Forms IRS Publications
  • Looking for a federal tax form? Browse this
    online tax forms library to find downloadable IRS
    forms. The forms are presented in PDF format and
    are acceptable for filing with the IRS. You may
    also choose from dozens of helpful tax
    publications developed by the IRS to help
    taxpayers have a better understanding of various
    tax issues. Available in PDF format, these
    publications are written in a plain language
    format geared specifically to taxpayers.

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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
NEWSLETTERS
Congress takes up tax bills before breaking for
extended recess The Democratic and Republican
nominating conventions triggered an early recess
for Congress. Lawmakers left Capitol Hill in
mid-July and are not scheduled to return until
September. Before recessing, the House voted to
undo part of the Affordable Care Act (ACA) and
approved a reduced budget for the IRS. Leading
tax writers in the Senate addressed tax-related
identity theft and home buying incentives.
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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
Employers, payroll providers prepare for
accelerated filing deadlines The Protecting
Americans from Tax Hikes Act of 2015 (PATH Act)
accelerated the due date for filing Form W-2,
Wage and Tax Statement and Form W-3, Transmittal
of Wage and Tax Statements, and any returns or
statements required by the IRS to report
nonemployee compensation to January 31. The
change is scheduled to take effect for returns
and statements required to be filed in 2017. At
this time, many employers and payroll providers
are reprogramming their systems for the
accelerated due date.
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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
LINKS
When you click on a link, a new window will pop
up. Close the window when you are ready to return
to this page.
Tax The Internal Revenue Service Washington State
Department of Revenue
Financial National Association of Securities
Dealers (NASD)
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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
Miscellaneous Unclaimed Property Secretary of
State - Charities Division Washington State
Ferries The Washington State Government Washington
Secretary of State- Corporations
Division Federal Reserve Board- Banking Finance
News Kitsap Credit Union Experian Credit
Bureau City of Bremerton Government Kitsap County
Government
News The Kitsap Sun Yahoo Finance - Stock Quotes
and more Smart Money Bloomberg Seattle Times
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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
CONTACT US

Kitsap Way Location4312 Kitsap Way, Suite 102Bremerton, WA 98312Main Number (360) 479-4611Fax (360) 373-1313Email michele_at_hearthstonecpa.com
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Email michele_at_hearthstonecpa.com Main Number
(360) 479-4611
Thank you!
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