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It's personal to us...

It's personal to us...

Fulfer & Associates, Inc. offers a wide range of services to individuals and businesses. Our clients receive personalized service that is beyond comparison. Listed below are some descriptions of a few of the services that we provide our clients. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we will gladly refer you to a qualified professional.

Tax Planning & Tax Preparation Services

Tax planning is an essential element of the tax preparation process. By making tax-planning part of your overall strategy, you can use our firm’s experience and access to the most current tax laws to decrease both your current and future tax liabilities. We will accurately and efficiently prepare tax returns for various types of entities including:

Estates, Trusts & Gifts
Not-for-profit Organizations

Electronic Tax Filing

We offer electronic filing of individual tax returns for our clients. We utilize the Internal Revenue Service's paperless e-file service, which helps you get your refund faster. Electronic filing is fast, safe, accurate and easy. Join millions of other satisfied taxpayers each year by using the most convenient method of filing taxes - e-file.


Well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our firm will assist you with the day-to-day tasks associated with bookkeeping, including:

  • Record cash receipts and disbursements.
  • Preparing financial statements from general ledger or trial balance information.
  • Maintaining accounts receivable or accounts payable.
  • Prepare sales tax returns.
  • Summarizing data required for tax returns.

Financial Statement Preparation

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced are useful tools for management in making financial and day-to-day decisions and include the preparation of:

  • Balance Sheets
  • Income Statements
  • Cash Flow Statements

Payroll Services

As a business grows, and more employees are hired, this can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. We can also help you in developing a payroll system and prepare all necessary payroll tax returns promptly:

  • Processing payrolls
  • Calculating payroll deposits
  • Preparing payroll tax returns
  • Preparing W-2's, W-3's, 1099's

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner:

  • Identify taxable transactions
  • Recognizing sales tax collection duties
  • Assist in recording sales tax liability
  • Prepare timely filed returns

We believe in thinking 'out of the box', and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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