Preparation Services
Openings and Terminations: Set up and close business books
Depreciation Schedules
Payroll Services
Tax Reporting
Annually
- Individual
- Partnerships
- Sub-S Corps
- C Corps
- Trusts
- Retirement Programs
- Non-Profits
- Out of State Filings
- Estimated Taxes
- Amended Returns
- Unclaimed Funds Reports
- IRS vs. Client – Answering IRS correspondence
Quarterly
- Payroll Tax Reporting and Payments
- Non-Profit Updates
Monthly
- Payroll Tax Reporting and Payments
- Non-Profit Updates
Financial Services
Compile Income Statements and Balance Sheets
Monthly, Quarterly, and Annually (Year-End Closing)
Non-profit Compilation or Review (Helpful When Seeking Grants)
Interpreting Financial Statements – helpful for new businesses
Specializing in TRUST reporting – for the trust and/or beneficiaries
Consultation Services
Budgets • Relocation • Retirement Distributions
Administration of Retirement Plans • Investments
Administration of Non-Profit Investments • Consolidations
Purchase vs. Leasing Advising • Capital Gains/Losses
IRS and Local Tax Authority Correspondence
Participating Member on Corp. Board of Directors