Business Details
15 Years
experience
Trusted Tax and Accounting Services in Gilford, NH
Budget Tax Service & More was founded in September 2011 through the merger of an established tax preparation business with the client bases of Shelli Boucher and Karen Winkelmann, CPA. Our team combines decades of professional accounting experience with deep local community involvement. Shelli Boucher, a Plymouth State University graduate, brings over a decade of bookkeeping expertise and active participation in youth sports organizations. Karen Winkelmann, a certified public accountant with 12 years of professional experience, previously served as President of White Mountain International Group and contributed to local nonprofits. We specialize in staying current with evolving tax regulations to allow clients to focus on their personal and business goals.Our services are tailored to individuals and small businesses under $5 million in revenue across New Hampshire and surrounding states. We maintain strong client confidentiality while serving diverse industries including construction, healthcare, education, and hospitality. Our community leadership extends through roles at First United Methodist Church, Gilford Athletic Booster Club, and Lakes Region Child Care Services. This combination of technical expertise and local engagement positions us to deliver personalized financial solutions.
Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Consulting
Client Profiles
Details
- Year established: 2011
Highlights and features
- We offer combined 22+ years of professional accounting experience
- Our team includes a licensed CPA with diverse industry expertise
- We maintain active leadership roles in local community organizations
- We serve diverse industries including construction, healthcare, and hospitality
- We provide personalized solutions for businesses under $5M in revenue
Associations and certifications
- CPA
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses. Our team stays current with evolving tax regulations to ensure accurate filings. Clients benefit from our expertise in minimizing tax liabilities while maintaining compliance with federal and state requirements.
Bookkeeping
Our bookkeeping services maintain accurate financial records for small businesses. We implement organized systems for tracking income and expenses. This service helps business owners maintain financial clarity and make informed operational decisions throughout the year.
Payroll Services
We handle complete payroll processing including electronic deposits and tax filings. Our system ensures timely and accurate employee payments while maintaining compliance with tax regulations. This service reduces administrative burdens for small business owners.
Client Profiles
We serve diverse industries including construction, healthcare, education, and hospitality. Our experience with businesses under $5 million in revenue allows tailored solutions. This industry-specific knowledge enhances our ability to address unique financial challenges.
Financial Consulting
We offer strategic financial guidance based on our accounting expertise. Services include regulatory compliance advice and financial planning support. Our consulting helps clients focus on growth while maintaining proper financial controls and documentation.
People
Shelli Boucher
Partner
BS in Accounting from Plymouth State University with 10+ years of bookkeeping experience. Active in local youth sports organizations and Treasurer at First United Methodist Church in Gilford.
Karen Winkelmann
CPA Partner
Certified Public Accountant with 12 years of professional experience. Former President of White Mountain International Group and active community volunteer in Gilford's athletic and childcare organizations.
Questions
What tax services do you offer?
We provide complete individual and business tax preparation services with electronic filing capabilities.
Do you handle payroll processing?
Yes, we offer full payroll services including electronic deposits and tax reporting requirements.
What areas do you serve?
We serve clients in New Hampshire and surrounding states with local office locations in Gilford.
How can I schedule an appointment?
Contact us at 603.528.8001 or through our website contact form to schedule an initial consultation.
Are you available year-round?
While tax season is our busiest period, we provide ongoing bookkeeping and financial services throughout the year.
