Business Details
14 Years
experience
Trusted Accounting and Tax Services in Memphis
Banker Joseph M CPA, CPA has provided expert accounting and consulting services for over 30 years. Our Memphis-based team specializes in federal estate tax changes, individual tax return strategies, and employee fraud protection while maintaining deep expertise in small business accounting software. We deliver tailored solutions for bookkeeping, payroll reporting, and tax compliance across industries including partnerships, S-corporations, and non-profits.Our professionals emphasize client business goals through revenue optimization and cost reduction while preparing detailed personal financial statements that meet lender and investor requirements. With a commitment to staying current with federal tax administration changes, we offer strategic tax planning services that leverage income shifting, deduction timing, and investment structuring to maximize client benefits.
Services
Bookkeeping Services
Tax Planning
Financial Statements
Payroll Processing
Business Tax Resources
Details
- Year established: 2012
Highlights and features
- We offer 30+ years of accounting and consulting experience in Memphis
- Our team specializes in small business accounting software integration
- We provide personalized financial statement preparation for lenders and investors
- Our tax planning strategies leverage current federal tax administration changes
- We maintain expertise in multi-entity tax compliance including non-profits
Associations and certifications
- CPA
Services
Bookkeeping Services
Our Memphis-based bookkeeping services help businesses maintain accurate financial records while focusing on growth. We provide customized QuickBooks setup, transaction recording, bank reconciliation, and compliance reporting. Our team handles accounts payable/receivable management and prepares required tax reports including payroll, sales tax, and annual business filings.
Tax Planning
We develop comprehensive tax planning strategies to minimize liabilities across entities and individuals. Our services include income shifting analysis, deduction timing optimization, and investment structuring for tax-exempt income opportunities. We monitor federal tax changes and provide advocacy during government agency interactions while offering year-round tax consultation.
Financial Statements
We prepare audited, reviewed, and compiled financial statements tailored to business needs. Our services include balance sheet analysis, income statement preparation, and cash flow reporting with varying assurance levels. We provide insights for Memphis-area businesses to improve profitability through detailed financial analysis and management reporting.
Payroll Processing
Our electronic payroll system handles multi-state tax compliance, direct deposit, and tax filings. We manage wage calculations, time tracking, and tax remittances while ensuring compliance with federal and state regulations. Our services include W-2/W-3 reporting, compliance reports, and customized payroll schedule management.
Business Tax Resources
We offer specialized tax resources for business entities including corporations, partnerships, and non-profits. Our services cover federal/state tax return preparation, ad valorem reporting, business license compliance, and tax credit optimization. We provide guidance on HIRE Act benefits and Small Business Health Care tax credits while maintaining up-to-date regulatory compliance.
People
Banker Joseph M CPA
CPA
Certified Public Accountant with over 30 years of experience in tax strategy and business consulting. Specializes in federal tax changes, small business accounting, and financial statement preparation for Memphis-area clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, tax compliance, and business tax planning services tailored to Memphis-area small businesses using various accounting software platforms.
Do you handle both business and individual tax preparation?
Yes, we prepare tax returns for multiple entity types including corporations, partnerships, non-profits, trusts, and individuals while providing strategic tax planning for all clients.
What payroll services are included in your offerings?
Our payroll services include multi-state tax calculations, direct deposit, time tracking, W-2/W-3 reporting, compliance filings, and integration with QuickBooks accounting software.
How do you help businesses with financial reporting?
We prepare audited, reviewed, and compiled financial statements with varying assurance levels while providing management insights to improve business profitability and decision-making.
What tax planning strategies do you recommend?
We implement income shifting, deduction timing, tax-deferred investments, and entity structuring strategies to minimize tax liabilities while staying current with federal tax law changes.
