• HOME
  • SERVICES
  • CONNECT WITH US
  • BLOG
  • Customer Portal
  • More
    • HOME
    • SERVICES
    • CONNECT WITH US
    • BLOG
    • Customer Portal
  • Sign In
  • Create Account
  • My Account

  • Signed in as:

  • filler@godaddy.com

  • My Account

  • Sign out

Signed in as:

filler@godaddy.com

  • HOME
  • SERVICES
  • CONNECT WITH US
  • BLOG
  • Customer Portal

Account

  • My Account

  • Sign out

  • Sign In
  • My Account

SERVICES

Tax

Individual 1040

  • Standard return without additional schedules
  • Up to three W'2/1099's
  • Electronic filing of tax return with IRS and State taxing authorities
  • Includes one state return
  • *Additional charges may apply for returns with additional forms or schedules.

1120S S-Corp Tax Return

  • Preparation of your Partnership return
  • Electronic filing of federal return with IRS
  • Electronic filing of state return to taxing authorities
  • *Additional charges apply for businesses with sales or assets exceeding $300k. 
  • *Additional charge for multiple state filings. 

Tax Planning

  • Personalized Tax plan
  • Living Trust

1065 Partnership

  • Preparation of your Partnership return
  • Electronic filing of federal return to IRS
  • Electronic filing of state return with taxing authorities
  • *Additional charges apply for businesses with sales or assets exceeding $300k. 
  • *Additional charge for multiple state filings. 

1120 Corp

  • Preparation of your Corporation return
  • Electronic filing of federal return with IRS
  • Electronic filing of state return to taxing authorities
  • *Additional charges apply for businesses with sales or assets exceeding $300k. 
  • *Additional charge for multiple state filings. 

Bookkeeping

Basic Bookkeeping

  • Categorize transactions
  • Reconcile accounts
  • Profit and Loss / Balance Sheet
  • Includes 2 hours of service, additional time is billed at $65 per hour
  • Ideal for businesses with annual revenue under $150k

Bookkeeping With Advisory Services

  • Monthly reconciliation of bank and credit card statements
  • Monthly reconciliation accounts receivable and accounts payable
  • Accounts payable
  • Journal entries
  • Prepare books for taxes
  • Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
  • To assist you as advisors and consultants in business and taxation strategic planning.

Quickbooks Online Setup and Training

  • Setup new QuickBooks Online account
  • Setup custom chart of accounts to meet the needs of your company
  • Provide 8 hours of QuickBooks Online and Bookkeeping training
  • Discussion with client to determine optimal QuickBooks subscription
  • Client interview to determine QuickBooks account needs
  • Each Session Minimum of 2 Hours

1099 Preparation and Filing

  • Compile list of vendors required to receive a Form-1099
  • Entering W9 information provided by client
  • We file your Form-1099's (provided that a completed W9 is submitted)
  • Included 1099: 1099-NEC, 1099-MISC, 1099-DIV, 1099-INT 1096 & 1098

Quickbooks Online Setup

  • Setup new QuickBooks Online account
  • Setup custom chart of accounts to meet the needs of your company
  • Discussion with client to determine optimal QuickBooks subscription
  • Client interview to determine QuickBooks account needs

Quickbooks Clean-Up / Ready For Taxes

  • Review and clean-up of existing QuickBooks® data file, to include
  • Review of lists to identify duplicates and missing information
  • Chart of accounts
  • Customers
  • Vendors
  • Other names
  • Classes/Locations
  • Reconciliation of balance sheet accounts to source documents
  • Review of sales tax setup and liability balance
  • Review of payroll setup and liability balances
  • Review and correction of inventory balances
  • Reconciliation of loans and other liability accounts
  • Reconciliation of equity accounts to tax returns or

Advisory

CFO Oversight

  • Accountant Hindsight
  • Monthly bookkeeping oversight & assistance
  • Assistance with payroll matters
  • Historical Financial Dashboards
  • Tax return preparation
  • Quarterly tax planning
  • Entity selection
  • Annual 1099 preparation
  • Estimated tax payment assistance – EFTPS

CFO Core / Bookkeeping

  • Monthly reconciliation accounts receivable and accounts payable
  • Accounts payable
  • Journal entries
  • Payroll
  • Payroll tax payments
  • Payroll filings
  • Benefits processing
  • Income statements (Profit & Loss account)
  • Balance Sheet
  • Accounts Receivables due and Aged Debtors details
  • Accounts Payables due and Aged Creditors details
  • Monthly CFO meetings
  • Monthly bookkeeping/accounting meetings

Payroll Services

Payroll Services

  • Weekly processing 1-5 employees
  • Monthly tax payments
  • Quarterly filings/payments
  • Year-End filings, W2's, 940, States.

Tax & Accounting USA

Phone: +1 (786) 757 - 9281

Copyright © 2024 Tax & Accounting USA - All Rights Reserved.

Powered by

  • HOME
  • SERVICES
  • CONNECT WITH US
  • BLOG
  • Customer Portal

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept