Services

Tax advice

Tax Advice & Planning

Personal & Business

  • Review client data from prior and current year from tax returns and financial statements (tax prep checklist)
  • Discuss the tax impact of current and future activity
  • Review available tax credits and deductions
  • Examine personal and business effects of the Tax Cuts & Jobs Acts on your tax returns, including the qualified pass through deduction, expanded bonus depreciation and Section 179 deduction, and the limitation on state and local tax deduction.
Tax Planning
Quickbooks Certified Pro Advisor

Tax Accounting & Bookkeeping

Quarterly Payroll & Sales Tax Returns

Prepare and file, your quarterly returns based on information provided.

Monthly Bookkeeping / Accounting Review

  • Offer wholesale pricing option for QuickBooks Online and QuickBooks Self Service Payroll
  • Reconcile credit card and bank statements
  • Review balance sheet and income statement items for accuracy
  • Propose journal entries as needed
  • Maintain bank and credit card data feeds into your QuickBooks Desktop/Online
  • Issue monthly reports (balance sheet, profit and loss, AR/AP aging) and suggested improvements

Business Personal Property Tax

Review your business’s fixed asset list for accuracy, proper additions and deletions, and assist in general correspondence with the County Assessor.

Business Accounting Software

  • Create and configure your chart of accounts
  • Convert your data from your existing accounting system to bring in your historical balances, contacts, payroll, sales and payable invoices.
  • Setup data feeds for your entities' bank and credit accounts and create automated bank rules for easy reconciliation of your transactions.
  • Customize reporting templates for your business.
  • Review and suggest appropriate additional software to increase efficiency in your accounting and bookkeeping.
tax returns
* Including multi state/out state returns as well as non-resident income tax returns.

Tax Return Preparation

Income Tax for Individual Returns (Form 1040)

  • Including multi state/out of state and non-resident.
  • Ensure accuracy and compliance with IRS and state taxing authorities
  • Setup data feeds for your entities' bank and credit accounts and create automated bank rules for easy reconciliation of your transactions.
  • Review returns with clients to ensure all eligible deductions and credits are reported.

Business Returns

  • Corporation (Form 1120)
  • S-Corporation (Form 1120S)
  • Partnerships, LLP’s, LLC’s Form (Form 1065)
  • Trusts/Estates (Form 1041)
  • Non-profit tax returns (Form 990)