Tracy Anderson Accounting

Our Unique Approach

Individual and Business Taxes and Accounting Needs

Not everyone has the time to bring financial documentation to an accountant, so we come to you. We are a one-of-a-kind accounting firm that wants to get to know how you run your business and help streamline processes and put into place internal control structures. We are not afraid to get our hands dirty and work alongside our clients to understand their business. In doing so, we "get out of our box" and are able to give the clients better solutions while helping to reduce tax liabilities.

We have 20+ years experience in the public accounting and private sectors. Our experience spans from working with: manufacturing, automotive dealership, trucking industry, construction, printing, medical, and legal professionals. We do everything from "back office" accounting, data entry of payables and writing checks, full service payroll, reconciling accounts, recording deposits, cleaning up general ledger accounts, and giving you an accurate set of financial statements each time. We also handle individual and business tax returns.

Our laid-back "non-traditional" approach to accounting is something we find that our clients embrace. If I find a business owner or accounting staff wanting to learn how to do something, I roll up my sleeves and show them. Clients find our fee schedule is much cheaper than hiring a full-time employee and then having to engage an accountant to clean up and get financial statements completed. Give us a call and let's discuss how we can save you, and your business money.

Business Services

We offer competitive pricing to handle your weekly, monthly, quarterly, and yearly accounting needs along with maintaining a clean set of financial statements for the necessary periods.
Ask us how we can save you money by handling these tasks for you.

Bookkeeping

Let us be your Accounting Department.

New Business Formation
General Ledger Cleanup and Review
Quickbooks, or other software, company set up
Consulting on sales/expense tracking
Data entry of payables, issuing of checks to vendors, posting cash and daily receipts
Bank Statement Reconciliations
Identify lost checks, verify all deposits made it to the bank, credit cards are batched processed and reconciled daily.
Financial Statements (Balance Sheet and Income Statement)
Adjusting General Journal Entries monthly
Inventory Management
Credit card processing and audit review
Monthly, Quarterly, and Yearly Journal entries

Payroll

Managing employees involves a lot of paperwork.

We will input your employees withholdings and garnishments, and keep up with earnings.
Process payroll weekly, bi-weekly, bi-monthly, monthly, calculate bonuses, and cut payroll checks as needed
Monthly and quarterly payroll processing and filing of all reports
Print W-2s and 1099s
Workers Compensation and General Liability Audits
Internal Revenue Service, state and EFTPS tax deposits
Employees benefits, sick and vacation accruals
Preparation and correspondence for unemployment claims, child support documentation and federal and state registration forms.

Other Reports/Filings

There are many other kinds of reports and filings that we handle.

Sales Tax
Consumers Use Tax
Heavy Highway Tax
Business License Renewals
Annual Registrations and Renewals
Personal and Tangible Personal Property Tax Forms

Internal Control

Let us be another set of eyes for you.

Review of duties to reduce the risk of errors or inappropriate action. Ensuring no one person has total control of all aspects of accounting
Systems in place to create a Standard Operating Procedure, reviewing reconciliations and audits of accounts, periodically, to make sure procedures are going to be followed and monitored closely.
Document standard operating procedures, so these resources are available to employees to ensure that streamlined processes will continue to be followed up on and procedures are in place to ensure continual processes.
Random audits and reconciliations of various accounts on financial statements

QuickBooks®

Company set-up and organizing chart of accounts.
Transfer of data from existing software into QuickBooks®.
Review your current system and make recommendations.

Taxes

We all know, this tax stuff is massive and I love to research and dig to find answers to things that I may not know.
(Regardless of whoever you are, there is no way any of us “bean counters” knows every tax law there is and if they tell you they do... run!)

Income Taxes

The complexity of taxes requires services for different individuals, businesses and organizations.

Individual
S Corps
C Corps
Corporations
Trust
Sole Member LLC
Homeowner's Associations
Set up businesses to change accounting methods.

Extensions

We will file extensions for you, at no additional charge. If we need to send money with the extension we will gladly calculate it for you.

To calculate extensions we need prior year's tax return, W-2s or 1099s, and any additional payments (estimates) made during the year.

Monthly Accounting

Year-round preparation of individual, partnership, LLC, Corporations, Homeowner Association, Estates and Trust. We can input your data into Quickbooks, print payroll checks, processing reports, and financial statements.

Planning

We will meet with you, one-on-one, during the year to help determine tax law changes and things we can do to reduce tax liability. Just let know if you are interested in this service.

Appointments / Walk-ins

Appointments are preferred, but walk-in clients are always welcome. Most returns are completed in 7-10 days after we have received all documents. Questionnaires and year-end proformas are available to assist in your compilation of documents.

Processing

All returns are electronically filed for free on the same day we received signed authorization.

Problems / Notices

We will handle all notices and correspondence from the IRS or other tax entity immediately

About Us

Tracy Anderson

Accounting Professional

Memberships

St. Joseph Chamber of Commerce
Quickbooks Pro Advisor
National Association of Tax Preparers
Annual Filing Season Program Participant
Enrolled Agent (in progress)

Tracy

I was born and raised in Kentucky. I attended college at Vol State Community College and Western Ky University. I graduated with an Associates in Business with an emphasis in Accounting. After living in Kentucky all my life, in 2006 I moved to Missouri, with my family. I still have my southern roots and accent, however I have made the midwest our new permanent home. I am a widow of a great husband and father, and mom to 2 great sons. Travis will be graduating high school in May 2018 and then pursuing a career in the medical field, Emergency Medical Technician and Paramedic. My younger son Jackson is currently in the 4th grade. Jackson is my creative child, who can sing 245 songs, word-for-word (all genres), build massive structures with Legos, and write and illustrate wonderful stories.

People always find it funny how I got started in Accounting. I was actually in Nursing school, newly married and looking for a temporary job to help make ends meet. I ended up working for a family owned CPA firm. I came in as a receptionist, collating and mailing tax returns, payroll reports, and audits. A few months had gone by and my temporary job became a permanent one. As I was putting returns together, everything just seemed to “click”, I was figuring out where numbers were coming from and what to look for on financial statements and processing payroll reports, I was intrigued! The accounting bug had bit me then, I went back the next semester and changed my major from Nursing to Accounting. So... if any of my clients need medical attention while picking up tax returns, I might be able to dust of the cobwebs and help, just kidding. I have been very fortunate during my career to work with some of the best accounting firms and teachers. With each one I have gained the knowledge and resources to give me the confidence to go out on my own and offer my knowledge to others. I love knowledge, I love growing my knowledge.

Reviews

Very professional, values your time as if it was her own, works hard to ensure everything is correct and done on time.

Kelli M.

Tracy is the BEST! Not only is she a professional, she also performs quality work in a timely manner. Every accounting need I've had has been met and exceeded. She also offers great rates which is always a positive. You won't regret hiring Tracy for ALL your accounting needs!

Jennifer F.

Tracy Anderson is a wonderful person and always professional. She is very dependable and never late on any job.

Peggy T.