Tax & Accounting Services

Services For You and Your Business

Taxes can be complicated. Whether you are worrying about your own income tax, or want to learn about what tax benefits are available to your business, the tax and accounting professionals at DeWitt Bank & Trust Co. are dedicated to providing you with the highest level of service.

Individual Tax Planning & Consulting

We treat each of our clients with a unique approach, which begins with you sitting down with a member of our team of tax professionals. We will discuss your goals and provide you with recommendations designed to effectively plan for your tax future and minimize your tax burden. These services include:.

• Annual tax liability projection and planning
• Family estate and gift planning
• Charitable giving
• Personal financial planning
• Retirement planning
• Tax matter dispute representation
• Tax return preparation
• College funding planning

Business Tax Services

Whether it’s services for a small business owner or a larger company, we offer a variety of tax services. We can also offer a variety of services that can streamline efficiencies at your business. Our business tax services include:

• Payroll tax preparation
• Compilation services
• Quickbooks® Setup and Support – Certified Quickbooks Advisors on Staff
• Business Startup, Acquisition or Liquidation Advice
• Client Prepared Bookkeeping Assistance and Review
• Tax Planning and Consultation
• Retirement Planning
• College Fund Planning
• Estate and Gift Tax Planning
• Tax Return Preparation
• Electronic Filing
• Research of Tax Related Issues
• Drop-Off Service or By Appointment
• W-2 and 1099 Preparation