Our Services

At Tate & Oellrich, Inc., P.S., the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.

Tax Services

Individuals

We offer services including Tax Consulting, State & Federal Income Tax Preparation, QuickBooks Consulting, Estate/Trust Taxation & Accounting, Household Employee Payroll and more.

Request a free tax organizer by phone or you can e-mail us (with your mailing address) and we will send you one.  It is an easy-to-read checklist that will help in preparing your next tax return. 

Business Services

We have provisions for your business needs: Corporations, S-Corporations, Partnerships & LLCs, Not-For-Profit Organizations, State & Local Excise Taxes, Tax Consulting, Payroll, Financial Statement Preparations and more.

Consulting & Payroll

We offer QuickBooks small business accounting software consulting, tax consulting and helping small to medium-sized employers (under 25 employees) who wish to stay current with payroll issues. We prepare all quarterly state and federal payroll tax reports, annual W-2s and federal unemployment tax forms. Payrolls are prepared with clear and concise summaries you can understand at a glance.

Financial Statement Preparation

We offer monthly, quarterly, and year-end financial statement preparation services to area small businesses at an affordable rate. 

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