Individual Taxation

Ross & Moncure is the accountant for over 1,000 individuals (and their spouses and families). The firm prepares income tax returns each spring, and its principals make themselves available for tax planning consultations throughout the year. In general, the firm charges an annual fee for tax return preparation that is viewed as a retainer. Therefore, clients are free to call or e-mail with tax-related questions as they arise.

Corporate and Partnership Taxation

The firm specializes in the bookkeeping and accounting for closely-owned corporations. Some examples include: small production companies, art galleries, spas, and various retailers. Ross & Moncure helps owners with filing annual tax returns as well as with the creation and maintenance of bookkeeping systems.

Estate and Trust Services

Our team assists in the planning of estates and trusts. We prepare and file court accounting with the local Commissioner of Accounts; and, at the request of the client, recommend reliable methods for the organization, safe-keeping, or distribution of assets.

The Taxation of Non-Profit Entities

Ross & Moncure can help with the establishment of non-profit organizations as well as with compliance issues. Non-profits must be registered with local, state and federal authorities, and must file tax returns on the state and federal levels each year despite the fact that they will not owe any tax. These returns are used by the government to determine that each entity still qualifies for tax-exempt status.

Payroll and Accounting Services

Ross & Moncure provides a flexible payroll service to owners of small, medium and large businesses. This service can take the form of bi-weekly, semi-monthly, monthly, quarterly and annual tax payments and filings. The firm is able to streamline payroll payments and record-keeping to eliminate time-consuming processes and to ensure that clients' needs are met on time, every time. Our service includes everything from the direct deposit of salaries to the management of employee benefits.

Expedited TIN Applications

Ross & Moncure is an IRS-registered Acceptance Agent for TIN applications. This cuts the process of applying for a taxpayer identification number in half in terms of both time and paperwork. We only offer this service to clients using us for the preparation of their individual or corporate tax returns.

QuickBooks Set-Up and Training

The firm helps small business owners with the ongoing running of their businesses by teaching them how to keep better track of internal finances. This is especially helpful for businesses that do not have a trained accountant or CFO on staff. Training can be provided at our offices or on-site.

Retirement Planning

The U.S. Government incentivizes putting money aside for retirement in a variety of ways. Individuals can choose to put money into an IRA-Based Plan, a Profit-Sharing Plan, a 401(k) Plan, a Defined Benefit Plan, a Money Purchase Plan, an Employee Stock Ownership Plan, a Designated Roth Account, amongst other options. Ross & Moncure can help clients to evaluate the options and decide which is right for them. In addition, we can provide ongoing advice as to how much money should be put aside per year based on each client's retirement goals and needs.