Meet Your New Tax Partners

and create a business plan for life

Restore order to your life and achieve financial peace.

Tax Prep & Planning

While a computer software program may help find deductions, there’s no substitute for the quality of service and advice you’ll receive from an experienced tax professional.


Here are a few of the benefits you’ll reap when using our service:


  • - We’ll prepare all of the appropriate forms and record all figures and calculations accurately.


  • - We’ll make sure that you receive all of the deductions and credits to which you are entitled.


  • - We’ll file your return electronically to speed delivery of refunds.


  • - We’ll work with you to adjust your payroll withholding to make sure you send the right amount to each tax authority – no more, no less.


  • - We’ll show you how to adjust your finances to take advantage of tax benefits on future returns.


Are you a sole proprietor? Have you been so focused on your business that you haven’t paid close attention to your books? No worries! We'll tidy things up and prepare your Schedule C as part of your personal income tax return. Then we'll help you set up an easy system to keep your books current going forward.

Strategies


  • - Splitting income among several family members or legal entities to take advantage of lower income tax brackets
  • - Shifting income or expenses from one year to another when it can yield a lower tax rate
  • - Deferring or eliminating tax liability through use of tax-advantaged investment vehicles
  • - Tracking all expenses eligible for itemized deduction
  • - Taking advantage of tax credits
  • - Adjustment of payroll withholding

Meet The Team

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.


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Derek Johnson

Derek is the Principal and Founder of the firm. He has served a host of individuals and small business owners in his marketing agency as well as his accounting practice. Derek holds a Bachelor of Science in Accounting and from the University of Northern Iowa where he graduated magna cum laude in 2018.


derek@trijohnson.com

Let's Get Started

Use the contact form to learn more and talk now!

Contact

Tri-Johnson Accounting

PO Box 32, Waterloo, IA 50704

Tri-Johnson Accounting Solutions builds strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation. Tri-Johnson is located in Waverly but serves the Greater Cedar Valley Area.


The information contained on this site is for informational purposes only.

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Proudly Serving the Cedar Valley, Iowa since 2019.

Black Hawk County, IA, USA