Business Services
- Small Business Accounting- Services include data entry, development of
Income Statement and Balance Sheet Reports, bank reconciliations, additional
monthly and quarterly reports, sales tax, and any specialized data required by
a particular business, all provided monthly or quarterly, or anything in
between.
- Payroll- Full payroll services,
including electronic filing of monthly, quarterly and year-end reports.
- New Business Formation- Assist with set-up of the desired form of
business, including obtaining required federal and state identification numbers
and filings.
- Non-profit Organizations- Assist with filing for non-profit status,
developing bookkeeping systems, and filing required tax returns.
Tax Services
- Tax Return Preparation- For individuals, sole proprietor businesses,
partnerships and small corporations. Includes all 1040 forms and schedules,
1065 partnerships, 1120 corporations, and 990 non-profits. Electronic filing of
all returns.
- Tax Planning- Up-to-date
research of the changing tax code helps clients taka advantage of all
deductions and credits.
QuickBooks Services
- Certified QuickBooks ProAdvisor since 2005
- Setup- Assist with set-up of bookkeeping system using QuickBooks,
customized to meet the needs of the individual business.
- Training- Help staff efficiently use the software for cost-effective benefits. Both
set-up and training can be in my office or on-site.
- Problem-solving- Assure that income and expenses are tracking properly to the correct accounts.
Consultation on client problems, providing analysis, solutions and
customization of software.
