What’s worse? Getting a cavity filled or doing your own taxes? Well, filling a cavity is a lot quicker, and there are a lot fewer ways to mess it up. The Tax & Bookkeeping division of Athlon Advisors consists of experts who think that tax preparation and planning is a lot of fun. We’re going to look at your entire financial picture — not just last year’s return — with the goal of reducing your tax liability.

Tax Preparation

Tax preparation is a chance to find solutions and turn them into a plan for the current year and the years ahead. Our accountants and our wealth advisors work together to see how the investments you make, the retirement accounts you set up, and the higher education savings plans you put into place will all affect what you owe. There’s another factor we consider: Various types of insurance can affect your taxes — and the taxes that your beneficiaries will face in the future. Leave that to our in-house insurance professionals to ponder. Are you a small business owner? We have tax planning recommendations for you, too.

Bookkeeping & Payroll

Athlon Advisors sees the connections among so many financial areas. Where else could you find a financial planning firm that provides payroll and bookkeeping services? Here’s how we see it: As a business owner, you’ve made money to invest and money for which you have to pay taxes, but what about the day-to-day money management? And how do all of those pieces come together? Count on us for that, too.

Personal Services

Business Services

  • Income Tax Preparation (individual and business)
  • Bookkeeping
  • Payroll
  • Consulting (entity type comparisons, retirement plan options, etc.)
  • Preparation of 1099-MISC, 1099-DIV, and 1099-INT Forms
  • Personal Property Tax Return Preparation
  • Reasonable Compensation Determinations (for business shareholders-employees)
  • Corporate Retirement Planning
  • Insurance services
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