Soulence Tax and Wealth Advisors

  • Services
    • Tax Preparation
    • Bookkeeping
    • Payroll
    • Wealth Planning
    • Cost Segregation
    • Business Strategy
  • Worksheets
    • Engagement Letters >
      • Privacy Statement
      • Individual Engagement Letter
      • Business Engagement Letter
      • Tax Credit Form
      • 2020 Questionnaire
    • Tax Organizers >
      • Individual Organizer
      • Business Organizer
      • Rental Organizer
  • Resources
    • Refund Tracker
    • Deduction Lists >
      • Business Owner
      • Contractors
      • Daycare
      • Farms
      • Medical Professional
      • MLM/Direct Marketing
      • Realtors
      • Rental Property
    • Finance Blog
    • Tax Reminders
  • About
    • Contact
    • Your Team >
      • Christopher Anderson
      • Kathy Anderson
      • Heather Prothero
      • Jeremy Anderson
      • Chris Katsanevas
      • Jacob Martin
      • Brittany Anderson
      • Lissa Adams
      • Diana Anderson
      • David Jensen
      • Thora Eagar
      • Lina Ansons
      • Kelly Southworth
  • SmartVault
  • Services
    • Tax Preparation
    • Bookkeeping
    • Payroll
    • Wealth Planning
    • Cost Segregation
    • Business Strategy
  • Worksheets
    • Engagement Letters >
      • Privacy Statement
      • Individual Engagement Letter
      • Business Engagement Letter
      • Tax Credit Form
      • 2020 Questionnaire
    • Tax Organizers >
      • Individual Organizer
      • Business Organizer
      • Rental Organizer
  • Resources
    • Refund Tracker
    • Deduction Lists >
      • Business Owner
      • Contractors
      • Daycare
      • Farms
      • Medical Professional
      • MLM/Direct Marketing
      • Realtors
      • Rental Property
    • Finance Blog
    • Tax Reminders
  • About
    • Contact
    • Your Team >
      • Christopher Anderson
      • Kathy Anderson
      • Heather Prothero
      • Jeremy Anderson
      • Chris Katsanevas
      • Jacob Martin
      • Brittany Anderson
      • Lissa Adams
      • Diana Anderson
      • David Jensen
      • Thora Eagar
      • Lina Ansons
      • Kelly Southworth
  • SmartVault

Services

How Can We help?

We are a full-service accounting firm here to help you reach financial success!​

Tax Preparation


Taxes aren't a one size fit all solution. We take a personalized approach to ensure you're maximizing your deductions. We offer full tax services including individual and business returns.
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Bookkeeping


You're awesome at your trade, but bookkeeping can be a pain. Let us take care of it for you! We'll give you the insights you need to make business decisions. 
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Payroll


If you own a business you need to pay your employees. But employee wages come with many regulations. We'll make sure you're compliant and your employees are paid accurately.
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Wealth Planning


We offer a unique blend of tax and wealth planning for all of your investments whether, IRAs, 401ks, investment accounts, life insurance, etc. and how they impact your tax strategy. 

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Cost Segregation


Cost Segregation is a little known tax strategy for people who own commercial property. We can walk you through this process and help you maximize the deductions you can take for your business.
Learn More

Business Strategy


​From choosing the right entity to analyzing your profit loss statements, our business strategy service will make sure you're minimizing your tax liability. 
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Learn More
Copyright © 2020
​Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors, Inc., a registered investment advisor. Soulence, LLC and CoreCap are separate and unaffiliated entities.