Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Rates:
1040 Individual Tax Packages – start at $125
Schedule C’s and E’s – start at $100
Bookkeeping services – start at $100 a month
Mobile Notary Services – Minimum charge is $40 with a $25 non-refundable deposit if request for services is cancelled prior to one hour of appointment time.
Bookkeeping/Financial Statements
If your business does not currently have a way to track your financial transactions, we can provide your business with monthly posting of transactions, profit and loss statements, balance sheets, invoice processing, bank reconciliations and whatever else you may need to ensure your business is operating at peak performance. If you hire us as your bookkeeper, you will also receive a discounted price on tax prep if you hire us to prepare your taxes.
What is bookkeeping?
Bookkeeping is the process of recording your company’s financial transactions into organized accounts on a daily basis. It can also refer to the different recording techniques businesses can use. Bookkeeping is an essential part of your accounting process for a few reasons. When you keep transaction records updated, you can generate accurate financial reports that help measure business performance. Detailed records will also be handy in the event of a tax audit.
Small Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Small Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
IRS, State, and City letter assistance
We can assist with understanding tax letters and help provide guidance and prepare any documentation which the entity may request. The letters should be dealt with promptly. Disregarding these letters can result in huge fines and consequences in the future. You do not want your business to fail as a result of non-compliance.
Notary Public (Mobile Services Available)
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
1099, W9, and amended returns
We prepare 1099s if required. The IRS 1099 Form is a collection of tax forms documenting different types of payments made by an individual or a business that typically isn’t your employer. The payer fills out the form with the appropriate details and sends copies to the contractor and the IRS, reporting payments made during the tax year. If you are a small business owner, you may need to pay an outside contractor to perform work for you. This can be a very good deduction on your taxes.
Form W-9 is also called “Request for Taxpayer Information.” Anyone who needs to provide details about their tax identification number (TIN) and mailing address needs to submit the form. Although the form comes from the IRS and is used to collect taxpayer information, you don’t submit the form to the IRS. Instead, your company keeps it on file and uses it to fill out any informational tax forms, such as Form 1099-NEC.
Here are a couple of reasons you may need a W9.
You have hired a contractor: Perhaps the most common use of the W-9 tax form is to collect information about a freelancer, independent contractor, or self-employed individual your company just hired. For example, if you hire freelancers to work on a graphic design project or bring on self-employed business consultants, your company can ask them to provide you with a completed W-9 form before they begin work.
It’s a bank, and a customer opens a new account: Banks often need to submit information to the IRS about their customers, such as the amount of interest earned during the year. For that reason, a bank might request a W-9 from a new customer. Some banks don’t request the form but do ask customers to provide information, such as their Social Security number (SSN), when they open an account.
Other Miscellaneous Business Forms
Business name filing with state and IRS, bank letters, jurisdiction requirement forms if needed to establish a business, Federal Employer Identification Number (EIN) requests, etc. There are a variety of business forms which could be required for your business to operate properly. It is difficult to list all the forms we can prepare for you as each jurisdiction has different requirements for doing business in a particular area.