OUR SERVICES
Bookkeeping
We offer help with QuickBooks Online for an easier process. Bookkeeping includes receiving a scanned copy of monthly expenses within the pre-categorized list of expenses. We will also need access to your monthly bank statements to reconcile monthly revenue and expenses. Monthly financial reports are produced within one week of receiving the data.
Tax Planning
Tax Planning includes a tax strategy that reviews your last 3 years tax returns to see if there were any potential deductions that were not captured. Along with looking back, we look ahead for 2 years to see if your W2 exemptions are properly allocated so there that tax liability will be accounted for. For 1099 earners, we plan for quarterly tax payments to the IRS and State for the following year to not have a lump sum due at year end.
Bank Reconciliation
Bank Reconciliation - Additional services of providing bank reconciliation for business owners is optional if needed. Bookkeeping services are available depending on the line of business. These services may be needed for financial statements such as Balance Statements, P&L and Trial Balance Statements.
Individual Consultation
We provide a free 30 minute consultation to determine what is needed to provide the best tax return experience. The consultation will provide our staff with a look inside of your tax needs for the current year and future years. If you have children, it includes if your children are planning to attend college and when you child tax credit will expire and how that affects your taxes. If you are planning to go into business, what type of deductions are allowed for your business expenses. Each individual is different and it situation depends on your future needs.
Business Consultation
We provide a free 30 minute consultation to determine what is needed to provide the best tax return experience. The consultation will provide our staff with a look inside of your tax needs for the current year and future years. If you have children, it includes if your children are planning to attend college and when you child tax credit will expire and how that affects your taxes. If you are planning to go into business, what type of deductions are allowed for your business expenses. Each individual is different and it situation depends on your future needs.