Business Details
39 Years
experience
Trusted Tax & Accounting Services for Individuals & Businesses
At Samuel R Baker, we specialize in providing expert tax planning and preparation services for individuals and small businesses. With over 35 years of experience, our team stays current on the latest tax laws and regulations to deliver accurate and reliable advice. Our services are tailored to each client's unique needs, offering personalized solutions for tax preparation, accounting, and business consulting. We prioritize reliability and affordability, ensuring clients receive the best value for their investment. Our concierge services extend to seniors, trusts, and estates, with on-site document scanning and technology support. Recognized for excellence by Thomson Reuters and Five Star Professionals, we combine technical expertise with compassionate service.Our commitment to continuous improvement is reflected in our patented tax portal innovations. By maintaining a client-centric approach, we build lasting relationships with professionals across industries including franchises, medical practices, real estate, and legal firms. Our dedication to transparency ensures no hidden fees, while flexible payment options accommodate larger projects. Whether in-person or virtually, we deliver comprehensive financial solutions designed to maximize tax benefits and simplify complex processes.
Services
Tax Preparation
Business Consulting
Trust & Estate Taxes
Document Scanning
Technology Support
Franchise Accounting
Senior Tax Services
Investment Income Reporting
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of experience serving diverse industries including real estate and medical practices
- Our team includes certified professionals with CPA and CFP credentials
- Awarded by Thomson Reuters for excellence in accounting services
- We provide free initial consultations with tax experts
- Our patented tax portal innovations simplify complex reporting processes
Associations and certifications
- CPA License
- CFP License
- Thomson Reuters
- Five Star Professionals
What people say
Personalized Service
Award-Winning Expertise
Reliable Support
Senior-Friendly Approach
Document Management
Services
Tax Preparation
Our tax preparation services handle individual returns, business taxes, and complex trust/estate filings. We ensure accurate reporting while maximizing deductions and credits. Experienced in Form 1041 preparation and fiduciary responsibility guidance, we simplify tax compliance for diverse clients including professionals in medical, legal, and real estate industries.
Business Consulting
We provide comprehensive business consulting covering accounting, tax planning, and financial strategy. Our services support franchises, law firms, and real estate entities with tailored solutions. From quarterly filings to long-term tax strategies, we help businesses maintain compliance while optimizing financial performance across multiple industries.
Concierge Senior Services
Our concierge senior services offer personalized tax assistance directly at clients' homes or senior living communities. We handle document gathering, preparation, and filing with patience and clarity. This mobile service ensures accessibility for seniors needing extra support with their tax obligations and documentation management.
Document Scanning
Our on-site document scanning service digitizes tax records while preserving originals. We convert photos and documents to digital formats, providing organized thumb drives and computer file systems. This service ensures easy access to financial records while maintaining physical document integrity and client ownership.
Trust & Estate Taxes
Specialized trust and estate tax services include investment income reporting and fiduciary guidance. We handle Form 1041 filings with accurate income allocation and distribution tracking. Our team coordinates with attorneys and financial advisors to ensure comprehensive compliance for trustees, executors, and beneficiaries navigating complex estate tax requirements.
People
Samuel R Baker
CPA, CFP
Founder with 35+ years experience in accounting and tax services. Holds CPA and CFP certifications. Developed patented tax portal technology. Recipient of Thomson Reuters awards. Leads team serving diverse industries including medical practices and real estate firms.
Dan Baker
Technologist
Baked & insured technology specialist supporting tax clients. Provides on-site document scanning and digital conversion. Offers personalized tech assistance for computers and mobile devices. Coordinates document management solutions including photo preservation and file organization systems.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including tax preparation, financial reporting, payroll processing, and business consulting tailored to small businesses across industries.
Do you specialize in senior tax services?
Yes, we offer concierge tax services specifically for seniors with in-home visits and simplified documentation processes to make tax filing stress-free.
Are you available for trust and estate tax preparation?
We specialize in trust and estate tax reporting including Form 1041 preparation, income allocation tracking, and fiduciary responsibility guidance.
What technology support options exist?
Our technologists provide on-site document scanning, photo digitization, and personalized technology assistance for computer and mobile device users.
How do you ensure tax compliance for complex cases?
With 35+ years experience and continuous tax law updates, we use proven processes and patented technology to ensure accurate reporting and compliance.
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