If you don't appreciate your customers, someone else will.
• Income Tax Preparation for Individuals – 1040EZ, 1040A, 1040, etc.
• Business Tax Preparation – Schedule C – Sole Proprietors, 1065 – Partnerships, 1120- Corporate, and 1120S – S-corporation, etc.
• Payroll Tax Returns – 941, 940, W-2s, State Withholding, State Unemployment.
• Tax Planning Services – We’ll devise and implement a well-defined tax planning strategy to reduce liabilities.
• Other tax services on an as needed basis.
• Preparation and analysis of financial statements including balance sheets, income statements, and cash flow statements.
• Accurate recording of transactions through journals and general ledgers.
• Regular bank reconciliations to ensure accuracy in financial records.
• Design and implementation of accounting systems, such as QuickBooks set-up, to maintain financial integrity.
• Safeguards to deter employee dishonesty through effective internal controls.
• Comprehensive payroll processing including tax liability payments and quarterly reports (Form 940, 941, TWC unemployment).
• Preparation and filing of 1099s, W-2s, and W-3s.
• Handling of payroll-related payments and corrections as needed.
• Management of employee benefit deductions, contributions, and reconciliation for accurate benefit administration.
• Administration of health insurance, retirement plans, and other voluntary deductions.
• Consulting advice on budgeting, cash flow projections, and financial planning.
• What-if analysis to evaluate potential business scenarios and impacts.
• Development and monitoring of Key Performance Indicators (KPIs) to track business performance.
• Additional advisory services tailored to specific business needs.
• Guidance on selecting the appropriate business structure, including LLC, corporation (C or S Corp), sole proprietorship, or partnership.
• Assistance with the legal and tax implications of different business structures.
• Support in setting up and registering your business entity to ensure compliance with regulations.
• Ongoing consultation to address any changes or updates to your business structure.
