Review client data from prior and current year from tax returns and financial statements (tax prep checklist)
Discuss the tax impact of current and future activity
Review available tax credits and deductions
Examine personal and business effects of the Tax Cuts & Jobs Acts on your tax returns, including the qualified pass through deduction, expanded bonus depreciation and Section 179 deduction, and the limitation on state and local tax deduction.
Tax Accounting & Bookkeeping
Quarterly Payroll & Sales Tax Returns
Prepare and file, your quarterly returns based on information provided.
Monthly Bookkeeping / Accounting Review
Offer wholesale pricing option for QuickBooks Online and QuickBooks Self Service Payroll
Reconcile credit card and bank statements
Review balance sheet and income statement items for accuracy
Propose journal entries as needed
Maintain bank and credit card data feeds into your QuickBooks Desktop/Online
Issue monthly reports (balance sheet, profit and loss, AR/AP aging) and suggested improvements
Business Personal Property Tax
Review your business’s fixed asset list for accuracy, proper additions and deletions, and assist in general correspondence with the County Assessor.
Business Accounting Software
Create and configure your chart of accounts
Convert your data from your existing accounting system to bring in your historical balances, contacts, payroll, sales and payable invoices.
Setup data feeds for your entities' bank and credit accounts and create automated bank rules for easy reconciliation of your transactions.
Customize reporting templates for your business.
Review and suggest appropriate additional software to increase efficiency in your accounting and bookkeeping.
* Including multi state/out state returns as well as non-resident income tax returns.