Services

•  Preparation of Balance Sheet and Income Statement
• Detailed General Ledger Reporting
• Accounts Receivable Management – Invoicing
• Accounts Payable Management – Bill Payment
• Bank Account Reconciliation
• Comprehensive Payroll Services
• Payroll Tax Reporting and Filings
• Sales Tax Reporting and Compliance
• Business Tax Return Preparation
• Year-Round Tax Planning and Advisory
• Ongoing Training and Support

•  Professional Tax Preparation and Personalized Advice
• Mid-Year Tax Review (included with tax preparation)
• Fast and Secure Electronic Filing
• Withholding Adjustment Consultation – Maximize take-home pay or minimize year-end taxes
• Estimated Tax Payment Calculations
• Strategies to Minimize Your Legal Tax Liability
• Guidance to Reduce Audit Risk

•  Entity Selection Guidance – LLC, S-Corporation, Sole Proprietorship, etc.
• Assistance with Federal and State ID Number Registration
• Recommendations for Accounting Software with Training and Support
• Cash Flow Forecasting and Budget Planning
• Proactive Tax Planning for New Business Owners

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