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Services

Expertise. Peace of mind. Courtesy of J. Nathan Stout, CPA, PA.

Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.

Here are just some of the specialized services available to J. Nathan Stout, CPA, PA clients:


Certified Acceptance Agent for ITINs

A Certified Acceptance Agent reviews and certifies original documents onsite that would normally have to be sent to the IRS with the Form W-7 Application. This allows the taxpayer to retain his/her original documents instead of sending them to the irs and having to wait up to 6 weeks to receive them back.

A non certified acceptance agent will only be able to help the taxpayer with filling out the Form W-7 and guiding the applicant as to the appropriate original documents that need to be sent in with it.

An Acceptance Agent or Certified Acceptance Agent is an individual, business or organization such as a accounting firm authorized by IRS to assist individuals in obtaining ITINs. They play a critical role in the ITIN Program due to their close proximity in the community to taxpayers. Acceptance Agents determine whether their clients are eligible for Social Security Numbers, and if not, they proceed with the ITIN application process by completing and filing Forms W-7. During this process, they review supporting and supplemental documentation and forward applicable documents, certificates of accuracy and completed Forms W-7 to the IRS for processing.

An ITIN is a tax processing number issued by the IRS to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain a Social Security Number (SSN) from the Social Security Administration (SSA). ITINs are for federal tax reporting only, and are not intended to serve any other purpose. IRS issues ITINs to help individuals comply with the U.S. tax laws, and to provide a means to efficiently process and account for tax returns and payments for those not eligible for Social Security Numbers.

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. J. Nathan Stout, CPA, PA provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Independent Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're an individual, a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

We also prepare non-resident income taxs returns as well as income tax returns for estates and trusts.

Accounting Services

Third parties who rely on your financial statements often require a CPA to prepare your financial statements. Our professional staff will prepare your financial statements in conformity with generally accepted accounting principles.

Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services.

Bookkeeping Services

Your will always know what your profit is with our firm updating your general ledger and preparing monthly financial statements. Updating your records monthly will take the headache of preparing your sales tax and other information returns such as 1099s. We also provide these services on a quarterly or annual basis.


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