If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Audit Defense

One of the most feared words in the English language is “Audit”. We’ve all heard the horror stories and the Internal Revenue Service does little to correct that image believing that fear keeps taxpayers honest.

The best defense against an audit is to be prepared for the possibility, even if it never happens. DREW-JARRELL understands what the IRS looks for and will provide you with the knowledge you need before you need it.

While using a tax preparation firm does not prevent an audit, using the wrong company can increase your chances of being audited. Having someone experienced to represent you can make all the difference in the ultimate outcome of an audit. DREW-JARRELL can provide you with that representation.

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For more than 30 years, DREW-JARRELL has provided bookkeeping services for business clients. Whether you want full-service, double entry bookkeeping with after-the-fact payroll tax reporting, sales tax preparation or live payroll calculation, you can depend on DREW-JARRELL to provide prompt, accurate bookkeeping services.

Unlike many bookkeeping services, our vast tax preparation experience lends itself to a set of books that coincide completely with the client’s tax return.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Debt Management

Debt can be useful in the right circumstances, but an excessive amount of debt can be a debilitating burden. At DREW-JARRELL we can help you free yourself of this burden of excessive debt. We are not a credit counseling service, but we can help you budget, show you the most efficient means of paying off debt and in so doing, can point you down the path to financial stability.

We understand numbers, interest rates and the effects of compounding as well as the tax consequences of bankruptcy. Let us help you to breath more freely when your bills come due.

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Electronic Filing

DREW-JARRELL was the among the first large-scale tax preparation firms  to offer electronic filing in 1987.  Although IRS regulations require all professional tax preparers to efile the returns they prepare, owing to our vast efiling experience, DREW-JARRELL is uniquely positioned to provide electronic filing with the least possible chance of returns being rejected and refunds delayed.

For our business clients, we also offer efiling of payroll tax reports, 1099’s and W-2’s along with payroll tax payments through the Electronic Federal Tax Payment System (EFTPS).

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Estate & Trust Tax Preparation

One of the most avoided tasks of a person’s lifetime is estate planning. No one wants to consider the purpose of this task, however, if it is not addressed then the effects of avoiding estate planning can be devastating to the intended heirs. Also, there can be tax consequences that must be considered to minimize what the government takes from an individual’s estate before it passes to their loved ones.

Although DREW-JARRELL does not, and cannot, prepare the legal documents necessary for administering an estate, we can work with your attorney so as to arrive at the best estate planning for you. Should you be in need of an attorney, we can direct you to an individual who will provide you the assistance and expertise that you need.

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Executor’s / Trustee Assistant

Executors Assistant is a complete melding of services intended to help the designated executor and/or administrator contend with all aspects of the estate or trust from its inception to its conclusion.

Final Form 1040
Preparing the final 1040 form of a loved one can be a daunting task. Our years of tax preparation experience can simplify the process for the executor/administrator and make a difficult time more bearable.

EIN Application
Frequently overlooked in the establishment of an estate or trust, the application of an Employer Identification Number is vital for the filing of necessary tax returns. DREW-JARRELL is constantly on the lookout for these small but necessary tasks and completes them in a timely, efficient manner.

Form 1041
As with individual taxpayers, estates and trusts must also file income tax returns for the money earned during the administration period

Additional Assistance
ASSET EVALUATIONS: Proper administration of an estate or trust requires establishing the value of the decedents assets such as stocks, bonds, vehicles and personal property.

TITLE TRANSFERS: Transfers of real estate, vehicles and securities are included in our services.

LIFE INSURANCE: Assistance in completing insurance company forms to obtain death benefits.

By using our extensive network of affiliated professionals, DREW-JARRELL offers these additional services at a cost that is generally lower than can be obtained by the executors individual contacts. Examples of value-added services available are:

  • Real estate appraisals.
  • Business appraisals.
  • Real estate sales.
  • Location of Beneficiaries.
  • Ongoing estate and/or trust administration and associated Form 1041.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Retirement Planning

Whether you are establishing a plan for your eventual retirement or are reaching the end of your career and are facing a variety of pay-out options, there are tax consequences to be considered. DREW-JARRELL can provide analysis which will assist you in make the choices that are best for you.

Be it an IRA, Roth IRA, 401(k) or a retirement plan for a self-employed individual, we can explain the differences and the financial and tax effects of each type. Pay-out options such as single-life or joint-life, 10-year guarantee, lump-sum distributions and various other options can also be confusing choices for the soon-to-be-retiree. We can help you understand how each choice can affect you so that you can make the most informed decision possible on your future.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Preparing your tax return is our number one priority. Nearly 95% of our efforts are expended on income tax preparation, be it individual, partnership, corporation or estate and trust tax returns. Tax preparation at DREW-JARRELL is done only by an enrolled agent* who has established their tax knowledge by passing a strenuous comprehensive test administered by the Internal Revenue Service.

Our method of preparation of your return is designed to make it as easy as possible on you. Just make your appointment, come in with your tax information (click here to see what information you need to bring in) and let our experienced staff take over. We will interview you and as we prepare your return, will explain to you the effects of various income and expenses upon your return and suggest ways to minimize what the government gets from you each year. In a short time, we will provide you with copies of your return and the signature pages that allow us to efile your return. It’s as simple as that.

Plus, we are here all year round to answer questions and assist you with tax planning or, if you are faced with the misfortune of an audit, we can appear on your behalf. We are truly a full-service organization.

* An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents, like attorneys and Certified Public Accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before. Source: IRS.GOV.

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Call today to schedule an appointment!