Cornbelt Financial is a modern tax accounting and advisory firm that serves clients in over 30+ states as we extend services remotely, it allows us to assist individuals or small businesses across the country with their tax-related and financial needs.
We offer a wide range of services, including tax preparation and planning, filing, bookkeeping, payroll, and consulting, financial planning, investment planning, succession planning, business valuation, and more. We specialize in various aspects of taxation, such as personal income tax, corporate tax, estate planning, and other financial services related to tax matters.
What services are offered by Cornbelt Financial?
Cornbelt Financial services encompass a wide range of offerings tailored to meet your needs. For small businesses, we specialize in tax planning, preparation, bookkeeping, payroll, and consulting. Additionally, we prioritize tax, financial, investment, and succession planning for individuals. Seeking to assess your business? We also offer business valuation services and beyond.
What type of clients does Cornbelt Financial serve?
Cornbelt Financial serves a diverse clientele base, catering to individuals and businesses that embody a set of distinct qualities and characteristics. Our ideal clients are those who exhibit a remarkable blend of traits that align with our values and business ethos.
At Cornbelt Financial, we are committed to serving clients who demonstrate a strong technological aptitude, embracing innovation and leveraging technology to enhance their financial strategies and operations. Our ideal clients are capable and proficient with technology, recognizing its potential to drive efficiency and growth within their endeavors.
Moreover, we prioritize clients who are not just profitable but also value the principles of mutual trust and respect in their partnerships. These clients appreciate the expertise and guidance we provide, valuing our insights and fostering a relationship built on trust, respect, courtesy, and professionalism.
Adaptability and coachability are attributes highly regarded at Cornbelt Financial. We thrive when working with clients who are adaptable to change, open to learning, and willing to implement recommendations to improve their financial outcomes. These clients actively engage with us, responding promptly, following instructions, yet maintaining their independence in decision-making.
Furthermore, organizational skills are key, and we appreciate clients who demonstrate a proactive approach to staying organized and structured in their financial matters. This ensures seamless collaboration and allows us to provide tailored solutions that align with their objectives.
In summary, Cornbelt Financial values clients who are technologically adept, profitable, and, most importantly, share our commitment to mutual trust, respect, adaptability, responsiveness, independence, and organizational efficiency. We are dedicated to cultivating strong relationships with clients who embody these qualities, as they form the cornerstone of our successful and collaborative partnerships.
What tools does Cornbelt Financial offer to help small businesses run operations more effectively?
Cornbelt Financial provides a range of invaluable tools designed specifically to empower individuals and small businesses in running their operations more effectively. Our suite of services includes:
Tax Planning and Preparation: Our dedicated team specializes in tax planning and preparation for both individuals and small businesses, ensuring compliance with regulations, maximizing deductions, and implementing strategies to minimize tax liabilities, allowing businesses to focus on their core operations.
Bookkeeping, Payroll, and Consulting: We offer user-friendly and customizable financial management software that enables businesses to track expenses, manage cash flow, generate financial reports, and streamline accounting processes. We partner with Xero and Gusto to provide our clients a suite of valuable products.
Business Planning Assistance: Our team provides guidance and resources for creating comprehensive business plans, including market analysis, financial projections, and strategic planning to help small businesses set clear goals and achieve sustainable growth.
Consultation and Advisory Services: Our experienced staff offer personalized consultations to address specific challenges, provide expert advice, and offer tailored solutions to optimize operations and enhance individual and business performance.
Insightful Blog: Our regularly updated blog covers pivotal topics crucial for business triumph, encompassing financial literacy, innovative marketing strategies, tax planning insights, operational efficiency tips, and more. This resource serves as an information hub, equipping individuals and businesses with the knowledge necessary for success.
Monthly Newsletter: We distribute a comprehensive monthly newsletter to all our clients, delivering a curated selection of industry-relevant content. This newsletter is packed with valuable insights, updates, and expert advice, ensuring our clients stay abreast of the latest trends and strategies in the financial landscape.
These tools and services are aimed at supporting individuals and small businesses at every stage of their development, empowering them to navigate challenges effectively and achieve sustained success.
Why does Cornbelt Financial have a long list of discovery questions?
Cornbelt Financial maintains an extensive list of discovery questions for several reasons. These reasons typically stem from a combination of factors such as evolving tax laws, the intricacies involved in tax returns (especially for individuals managing one or more businesses), or instances where clients might not have initially supplied all the requested information, necessitating a more comprehensive set of inquiries.
HOW MUCH WILL MY TAX PREP COST?
You'll receive an engagement letter with a breakdown of billing. We generally collect up to a 50% deposit at engagement acceptance and bill the remaining balance upon completion. Additional out-of-scope services are billed at our hourly rate noted within the engagement letter.
Can I schedule an in-person meeting to discuss my tax situation?
While Cornbelt Financial operates remotely, we can arrange in-person meetings at our office locations if necessary. However, we find that in most instances a call or video call works just as well.
HOW WILL I GET YOU MY TAX DOCUMENTS?
Use our robust operating platform, Canopy, for secure document uploads via the client portal or mobile app. You will receive an email inviting you to set up your access. You may also request a secure upload link or you can also drop off or mail documents to our two office locations in CO. Once your portal is set up, you maylogin here.
WHAT TAX DOCUMENTS WILL YOU NEED?
Generally, if you've provided the document before, you'll need to provide it again. Reach out for a specific list, or refer to our helpful guide that outlines key documents needed for individuals and business owners.
How do I log into Canopy to upload my tax return documents?
Click here to login to your Client Portal and upload your tax return documents.
WHEN WILL WE MEET TO GET STARTED ON MY TAX RETURNS?
For optimal efficiency, please upload or drop off your tax documents as soon as you receive the majority of your documents in January or February. There are some common forms not received until March but we can get started on the tax returns before these are received. We'll connect via email, phone, or video to discuss any outstanding items or review your returns.
WHO WILL I BE WORKING WITH?
At Cornbelt Financial our shared inbox and phone serves as the initial point of contact. During tax season, you'll be assigned a tax professional based on specialty and staff capacity. Our operating system allows transparency between staff to view client notes, prior work product, and access other insights for ease of knowledge transfer. To reach our team please visit our contact page or email firstname.lastname@example.org.
What is the turnaround time for tax return preparation?
At Cornbelt Financial turnaround times vary based on complexity and time of year. Your assigned tax professional can provide more specific information. However, for fastest turnaround times please get us your tax documents as soon as you can during January and February. Our goal is to prepare and deliver tax returns within 1-2 weeks, but much of this is dependent on how timely we can receive follow-ups to our inquiries for additional information, or the timing of the year, in relation to deadlines and staff capacity.
HOW WILL I SIGN MY TAX RETURNS?
Electronic signature requests will be sent through our operating system. Occasionally, we may need wet signatures, in which case, we'll mail you copies to sign and send back to us.
How Do I access tax-related documents after they've been prepared?
Access finalized tax documents through your client portal. We will notify you via email when your returns are ready for review and to download.
How do I make payments for your services?
Payments can be made through the client portal using secure methods.
Why do I need to make estimated tax payments?
The IRS requires all tax due for a particular tax year to be paid by December 31, of that tax year. If you don't have sufficient withholding from a W2 or other sources of income, you will need to make estimated tax payments to pay all of your tax liability for the year. We can assist with year-end tax planning to avoid unpleasant surprises at tax time.
What's the difference between a CPA and an EA?
A CPA is a state license covering various business accounting aspects such as Audit, Financial Reporting, Regulations, and Business Concepts. While an EA is a federal license focused solely on taxation. Both have equal authorities in the eyes of the IRS.
What cybersecurity measures do you have in place to protect my sensitive information?
At Cornbelt Financial, safeguarding our clients' sensitive information is a top priority. We have implemented comprehensive cybersecurity measures to ensure the utmost protection for your data.
Our current operating platform is fortified with robust encryption techniques and advanced security protocols. This ensures that all data transmitted or stored within our systems remains confidential and inaccessible to unauthorized parties. We employ industry-standard encryption methods to safeguard information both in transit and at rest, providing a multi-layered defense against potential threats.
Moreover, our use of state-of-the-art password management software allows us to enforce stringent access controls. This software enables us to limit access based on geographic location and IP address, adding an extra layer of security to prevent unauthorized entry or suspicious activities.
Rest assured, we continually evaluate and update our security measures to stay abreast of the evolving cybersecurity landscape. Our dedicated team regularly undergoes training to remain vigilant against emerging threats, thereby ensuring the ongoing protection of your sensitive data.
Are you available for questions throughout the year, or only during tax season?
We're here for you year-round. Feel free to reach out with questions about tax or financial planning, accounting or payroll topics, business strategies, investment advising, or any other financial matter. Visit our contact page to schedule a call today!
There are no warranties implied. Cornbelt Financial, LLC (“RIA Firm”) is a registered investment advisor located in Denver, Colorado. Cornbelt Financial, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cornbelt Financial, LLC’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cornbelt Financial, LLC’s website on the internet should not be construed by any consumer and/or prospective client as Cornbelt FInancial, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Cornbelt Financial, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cornbelt Financial, LLC, please contact the state securities regulators for those states in which Cornbelt Financial, LLC maintains a registration filing. A copy of Cornbelt Financial, LLC’s current written disclosure statement discussing Cornbelt Financial, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Cornbelt Financial, LLC upon written request. Cornbelt Financial, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cornbelt Financial, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.