Phone: 863-956-2712 • Fax: 863-956-0262

Welcome to Nancy Poe Tax Service

The staff at Nancy Poe Tax Service takes a personal interest in each of our clients and gives them professional and personalized service at a reasonable cost. We go beyond preparing a tax return or a financial statement by taking the time to help you understand your financial situation and how you can reach your financial goals.

We see ourselves as partners with each of our clients and welcome every opportunity to assist them with their efforts to increase prosperity and will only recommend those services that our clients truly need.

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What We Do

We are committed to providing close, personal attention to our clients. We truly believe our success is a result of your success.

Over the course of more than 70 years we have created a stellar reputation in our community, based on integrity, experience and dedication to our clients

Accounting Services and Preparation of Financial Statements

Maintaining well-organized financial records are the foundation of a successful business and help ensure that your business operations will run more effectively and efficiently.

Sales Tax Services

If your business is responsible for collecting and submitting sales taxes, we can assist with the compilation of information and preparation of sales tax returns.

Timely filing and payment of sales tax returns is necessary to avoid late payment penalties and interest.

Payroll Tax Preparation

We prepare quarterly federal and state payroll tax returns, annual federal returns, W2’s and W3. We also prepare 1099’s and 1096 for those businesses that hire independent contractors. Payroll tax returns that are not filed by the due dates are subject to penalties and interest.

Payroll Services

We provide weekly or biweekly payroll preparation with direct deposit into your employee bank accounts. We also compute and make electronic payment of payroll tax deposits to be drafted from your business account. Timely payment of payroll taxes is necessary to avoid late payment penalties and interest charges.

Business Entity Selection

Choosing the form of entity for your business is a crucial decision that can have long term tax implications. We can assist you in evaluating the pros and cons of each entity type to help determine the most advantageous form of entity for your business.

Business Consulting

We can help you identify areas of your business that are having positive and negative impacts on the profitability and growth of your business and develop strategies and solutions to improve those areas.

Bookkeeping Services

Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Proper bookkeeping is essential to providing the information needed to prepare accurate and meaningful financial statements.

The Value of Our Services

A tax professional and tax preparation service from Nancy Poe Tax will save you time and money, so you can focus on your business.