Schedule Appointment

Our services

We offer these services to our remote/virtual clients as well as our local clients in Milford, Shohola, Lords Valley, Hawley, Dingmans Ferry, and beyond! Location doesn’t have to be a barrier any longer when it comes to accessing quality accounting services!

Contact us

  • Email:
  • info@whitespruceaccounting.com
  • Call:
  • (570) 209-9385

1. Initial Assessment & Planning

We start with a conversation to assess and understand your business or personal accounting needs. We come up with an onboarding plan based on your individual needs and which services you are interested in pursuing. Once a plan is created, we introduce you to our secure document sharing portal, TaxDome.

2. Documentation & Setup

After joining our secure document exchange portal, we request all relevant financial and operational documents from you, ensuring we have a comprehensive understanding of your current accounting situation. We provide direction along the way, so you're always clear on what the next steps are in the setup process.

3. Ongoing Communication

Our goal is to maintain open and transparent communication with you - we provide regular updates and reminders on the progress of your accounting services. We are readily available for in-office visits, virtual Zoom meetings, phone calls, e-mails, and chats in TaxDome and we encourage you to reach out with any questions, concerns, or feedback along the way.

full range of services for all of your Accounting needs

Tax preparation - individuals

The 1040 tax return is the key IRS form for U.S. individuals to report annual income and assess tax liability. It serves as the primary document for personal income tax filings, encompassing details on income sources, deductions, and credits. Typically, individuals with varied income, including wages, self-employment, or investment gains, and those claiming specific tax benefits, must file a 1040.

Tax filing can quickly become overwhelming, but we can help, especially If you own a rental investment property or small business! 

tax preparation - businesses

In the realm of U.S. business taxation, three key forms play pivotal roles. The 1065, or U.S. Return of Partnership Income, is crucial for partnerships, facilitating transparent reporting to the IRS as profits and losses pass through to individual partners. The 1120-S, tailored for S-corporations, ensures accurate reporting by passing income and deductions to shareholders. Meanwhile, the 1120 form, U.S. Corporation Income Tax Return, is a linchpin for corporations, offering a comprehensive overview of financial activity for compliance and navigation of the complex corporate tax landscape. 

Whether you’re a Partnership, Corporation, or S-Corporation, we’ve got your back when it comes to taxes. Our expertise lies in supporting small businesses, ensuring that navigating the tax landscape is a breeze for you!

tax planning

Tax planning involves the strategic and proactive management of financial activities to minimize tax liability and optimize financial outcomes. It encompasses various methods to organize financial affairs, leverage deductions, and take advantage of credits, ultimately aiming to reduce the overall tax burden. Tax planning can involve decisions related to investments, business structures, timing of income and expenses, and utilization of available tax incentives. The goal is to ensure compliance with tax laws while maximizing opportunities to retain more income and achieve long-term financial objectives.

We understand that every client is unique, and our personalized tax planning services are designed to meet your specific needs and goals, providing you with peace of mind and confidence in your financial future.

bookkeeping

Bookkeeping is the systematic recording, organization, and tracking of a company’s financial transactions. It involves maintaining accurate and up-to-date records of all financial activities, including income, expenses, purchases, and sales. The primary purpose of bookkeeping is to create a detailed and organized financial trail that allows businesses to track their financial health, make informed decisions, and meet regulatory requirements.

From recording day-to-day expenses to reconciling accounts and generating insightful financial reports, our bookkeeping services offer a comprehensive solution tailored to your business needs. With a focus on transparency and compliance, we strive to streamline your financial processes, providing you with a clear and up-to-date picture of your business’s financial health. We want you to concentrate on what you do best – growing your business!

tax consulting

Tax consulting involves seeking professional advice and guidance from experts, like the CPAs at White Spruce Accounting, to navigate complex tax laws and regulations. We provide strategic advice on optimizing your tax situation. Tax consulting may be necessary when considering a Business Structure Change, such as transitioning from a sole proprietorship to an LLC or incorporating. 

Consulting may also be helpful before engaging in a major financial transaction, like a merger, acquisition, or selling a business. Even real estate transactions, whether buying, selling, or investing in real estate, can trigger major tax implications. We can help with developing tax-efficient retirement plans, too, taking into account factors such as contributions to retirement accounts, withdrawals, and tax implications during retirement.

Finally, if IRS audits or disputes arise, we can provide representation, advice, and strategic solutions to resolve issues and minimize potential penalties.

other accounting services

We don’t only work with individuals and businesses – we also work with not-for-profit organizations and home owners associations! Our team of CPAs can also assist in preparing estate and trust tax returns.

If you need assistance with payroll setup, QuickBooks setup and training, Xero setup and training, etc. – we’re there for you! We can also provide outsourced CFO services, should your business need more in-depth, dedicated support on a day-to-day basis.

We encourage you to reach out for a free consultation – we can dial in on your pain points and come up with solutions to get your business running smoothly again in no time!

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