TAN Financial Services

At TAN Financial Services, we understand that navigating the ever-changing financial and tax landscape can be overwhelming. That's why we're committed to providing exceptional service, support, and financial solutions to individuals and businesses alike. With a unique blend of knowledge, experience, and dedication, our team is equipped to assist clients from diverse industries.

Our Services

To ensure our clients receive the highest level of service, we offer a comprehensive range of expert accounting and financial services. Our portfolio includes:

• Tax Compliance: Providing federal and state income tax preparation for individuals and businesses in all 50 states.
• Consulting Services: Offering financial expertise to help businesses maintain efficient and accurate accounting practices.
• Accounting Services: Partnering with your business to provide experienced and reliable financial advice.

Virtual Bookkeeper

Our cloud-based accounting and bookkeeping services ensure your accounting records are up-to-date and accurate. With real-time access, you can monitor your financial status at any time. Our Virtual Bookkeeper service includes:

• Transaction classification
• Monthly reconciliations
• Fixed asset tracking
• Sales tax reporting and filing
• Month-end journal entries
• Fixed asset tracking
• Property tax listing

Virtual Controller

In addition to the services included in Virtual Bookkeeper, our Virtual Controller service handles and manages all aspects of your accounting needs. Services include:

• Accounts payable management
• Accounts receivable management
• Cash disbursements and bill pay
• Collections
• Variance analysis
• Monthly reporting
• Accounting process documentation and controls
• Base forecasting

Virtual Chief Financial Officer

Our premier service, Virtual C.F.O., includes all the benefits of an experienced accounting professional at a fraction of the cost. Services include:

• Key performance metric tracking
• Manages all aspects of your company's financial health
• Detailed budgeting and forecasting
• Costs analysis
• Vendor relationship management
• Income tax planning and forecasting for company and owner/shareholders

News

At TAN Financial Services, we're committed to keeping our clients informed about important tax and financial news. Our news section features articles on topics such as tax season, COVID-19 relief measures, and changes to tax laws. Stay up-to-date with the latest from TAN Financial Services by connecting with us on Twitter, Facebook, and Instagram.