CS Financial & Accounting Services Inc

Accountant

Why pick this one

CS Financial & Accounting Services has partnered with small businesses since 1990 and provides tax planning, preparation, bookkeeping, and financial planning.

Best for

  • small businesses needing ongoing paperless bookkeeping
  • individuals with Schedule C or Schedule E tax returns
  • partnerships needing tax return preparation
  • businesses needing accounts payable, billing, or accounts receivable support
  • clients coordinating tax planning with investments, estate planning, risk planning, and debt

Look elsewhere if

  • clients seeking direct asset management, since the firm does not manage assets

Specialties

  • personal tax returns including Schedule C and Schedule E
  • partnership tax returns
  • tax planning for credits, deductions, income, withholding, and estimated payments
  • sales tax responsibility analysis and software enrollment
  • monthly bookkeeping maintenance
  • W-2 and 1099 filings
  • accounts payable management
  • billing and accounts receivable

Certifications

  • Certified Financial Planner™

What makes them different

  • Partnering with small businesses since 1990
  • Paperless bookkeeping
  • Flexible levels of involvement
  • Janene Tompkins holds a Master's Degree in Taxation from Villanova University
  • Financial planning integrates income, investments, estate planning, risk planning, debt, and tax considerations
Years in business
36

Distilled from this business's own website.

Contact & Location

Address
1800 Martin Luther King Pkwy, Durham, NC 27707-3500
Phone
+19194901975
Website
http://www.csfas.com/
Email
user@domain.com

Services

  • tax planning
  • tax preparation and year-end IRS filings
  • bookkeeping
  • accounting support
  • financial planning
  • sales tax consulting
  • financial consulting

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