Services
Your Strategic Partner
BASIC PLAN
PREMIUM PACKAGE
GOLD PACKAGE
INDIVIDUAL
INCOME TAX E-FILING
We use Refund Advantage* as our third party financial institution to secure the most expeditious return at the best possible rate to the client.
We pride ourselves on encouraging PATIENCE, and discourage high interest-rate third party lending for high interest rate income tax refund loans.
We look for all possible deductions to reduce your individual and business tax bill.
Includes PREMIUM PACKAGE plus:
BOOKKEEPING
-
Process bills and payments
-
Track credit card expenses and receipts
-
Process employee expense reports
-
Prepare 1099s for contractors
-
Quarterly and end of year video conference or in person meeting to review key performance indicators and measures
ACCOUNT RECONCILIATION
-
Reconcile Bank Accounts
-
Reconcile Electronic transactions into QuickBooks
-
Reconcile credit card accounts
ADVICE
-
Prepare Monthly financial statements
-
Prepare monthly budget reports
-
Tax Planniing
-
General Business Consulting
TAX
-
Individual and business tax preparation
Includes BASIC PLAN plus:
PAYROLL
-
Prepare payroll
-
Submit payroll taxes to agencies
-
Prepare payroll tx returns
-
Provide employee access to electronic pay records
-
Prepare W-2s
-
Garnishment remittance