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.

1120 S-Corporation 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 C-Corporation Tax Return

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

SERVICES

Tax

Individual 1040

1120 S-Corporation Tax Return

Tax Planning

1065 Partnership

1120 C-Corporation Tax Return

Bookkeeping

Basic Bookkeeping

Bookkeeping With Advisory Services

Quickbooks Online Setup and Training

1099 Preparation and Filing

Quickbooks Online Setup

Quickbooks Clean-Up / Ready For Taxes

Advisory

CFO Oversight

CFO Core / Bookkeeping

Payroll Services

Payroll Services

Tax & Accounting USA