Monthly Financial Statements, Bank Reconciliations, Quick Books /Sage Accounting Setup. Sales Tax, Payroll Tax Reports, Business Tax Returns.
Prepare Individual, Corporation, Sub S Corps, LLC, Partnership, Trust, Nonprofit, Estate and Gift Tax returns. Year End Tax Planning to reduce tax liability.
Payroll Check Processing, Quarterly Payroll Tax reports, Payroll Tax deposits,
Year End W-2s, 1099s, that include State and Federal Unemployment Tax Reports.
IRS-Audits & Notices
Respond to IRS tax notices, IRS audit representation. Negotiate with the IRS: Offer in Compromise, reduce penalties, interest, and setup payment plans.
Guidance in setting up a Business Plan in financial forecasting, cash flow forecasting. Analyze strengths, weaknesses and competition and goals of business.
Advise the client the importance of protecting his personal and business assets by obtaining Business insurance-Liability, Property, Workers Compensation.
Start up consultation-Checklist, includes Business Plans, Incorporation, L.L.C., Federal Tax IDs, Trademarks, Loan and Accounting software help.
Help client choose the best Accounting Software Package-Quick Books, Sage. Also Setup, troubleshoot any problems to maintain software and financial data.
Sage & Xero Help
Help client choose the best Accounting Software-Quick Books, Sage, Xero. Also Setup, troubleshoot any problems to maintain software and financial data.
Help with finding loan sources and application process for SBA, bank loans, Business Plans, Forecasting, and alternatives to bank financing.
Websites & Hosting
Help business select website hosting for the business. Also help business to decide the most appropriate website solutions to match the business goals.
Translation work provided that includes Spanish, Chinese (Mandarin, Cantonese), for letters, catalogs , agreements, websites, and other documents