Accounting & Tax Services
TAKE
CONTROL
of your business
Having excellent financial records puts you in control and allows you to capitalize on opportunities, recognize greater tax savings, maximize profits, and grow your business.
In order for your financial records to be the valuable tool they should be, you need to have four things in place…
A well designed and properly set up accounting system.
Properly trained people to maintain the system.
Comprehensive and timely financial reports.
Detailed procedures for each step of the way.
We offer a full range of accounting & tax services to help!
Accounting Services
We provide a variety of accounting services to our clients. We offer packages for monthly, quarterly, and annual frequency. We also offer project based services such as catch-up and clean-up, internal control projects, budget creation, etc.
Bookkeeping
Financial Reporting
Sales Tax Returns
Personal Property Tax
New Business Set Up
Corporate and LLC Annual Report filings
1099 Filing
License, Permits, Bond filings
Accounting Wellness Reviews
Budget Creation and Analysis
Accounting System Design & Set-Up
Catch-Up and Clean-Up Bookkeeping
Document Management
Paperless Office Solutions
Payroll Services
We offer a full range of payroll services. In fact, we off all the same services as the bigger guys, but we’re able to provide friendly, personal attention and support for whatever you need. We guarantee your payroll and tax filings will be 100% accurate and on time, every time!
Payroll processing weekly, bi-weekly, semi-monthly, quarterly, annual
Filing of all federal and state payroll taxes
E-filing of payroll tax returns where available
Complete payroll system set-up
Opening accounts with the state tax agencies in your state
Integration with your accounting software
Direct Deposit
Direct Debit Cards
QuickBooks Support
Entering data into QuickBooks seems simple enough, but behind the scenes QuickBooks utilizes an intricate mapping system. It’s important to understand how it all comes together and ultimately affects your financial reports. We can support you with QuickBooks Desktop as well as QuickBooks Online.
QuickBooks Online can be more complicated (a nice way to say it) than you want it to be. It “wants” to be super smart and intuitive. It’s marketed and promoted that way… “just connect your bank feed and QuickBooks Online will do the rest”. If only that were the end of the story.
We can assist you with setting up and/or correcting existing rules, setting preferences for the best results, integrations with other apps, gen
Setting up and/or correcting system preferences
Integrations with other apps
General questions about accounting transactions
Setting up the software for best results
Customizing Financial Reports
If you’d like to use your QuickBooks Desktop in the cloud, we can help set up a hosting service for you.
Tax Preparation for Business
We prepare tax returns for all types of business entities. Our fees are based on the forms filed and the complexity of the return. Any bookkeeping that might be necessary in order to obtain complete records to file the return is not included in the tax preparation fee and will be billed separately.
C-Corporation form 1120
S-Corporation form 1120S
Single Member LLC Schedule C
Multi-Member LLC Form 1065
Sole Proprietor Schedule C
Preparation of Form K-1’s
Protection Plus Audit Insurance available. Covers up to $1M in costs and provides representation before the IRS.
Creation of year-end journal entries
Preparation of state corporate return for your state if applicable
Unlimited phone and email consultations throughout the year
Annual planning and review session
Tax Preparation for Individuals
We prepare tax returns for individuals in all states. Our fees are based on the forms prepared. We offer tax preparation checklists for your use to gather all necessary documents needed for your particular situation, i.e. rental income, home office, etc.
Preparation of your federal individual tax return
Preparation of your state tax return(s) - we file all states
E-filing
Protection Plus Audit Insurance available. Covers up to $1M in costs and provides representation before the IRS
Unlimited phone and email consultations throughout the year
Annual planning and review session
Audit Help
If you’re going through a federal or state audit, we can help! Don’t worry if your books or personal financial records are a mess, we’ve seen it all.
Catch-Up and Clean-Up of your accounting records
Obtain old documentation such as receipts, invoices, bank statements, etc
Create supporting documentation required for the audit such as General Journal, Deposit Analysis, Check Register, etc.
If you’ve hired a tax attorney or other party to represent you in the audit, we will work with them to assure 100% compliance.
Assist with correspondence related to the audit.
