TAXES
Income Tax
- Optimizing deductions and credits to minimize tax liability
- Tax planning & preparation services for individuals, small businesses, partnerships, corporations, and sole proprietorships
- Comply with all relevant tax laws & regulations including filing deadlines and reporting requirements, to avoid penalties and audits
- Developing customized tax planning strategies to minimize tax burden
- Negotiations with tax authorities to resolve disputes and achieve favorable outcomes
- Complete government forms to respond to notices including: requesting abatement of penalties & interest
Bookkeeping
FOCUS
- Record financial transactions from bank & credit cards into software
- Manage accounts receivable & accounts payable ensuring timeliness
- Inter company receivables & expenses
- Monthly bank reconciliations
- Assist with budget preparation and financial planning
- Operations Planning
- Prepare financial statements including Profit & Loss + Balance SheetSOFTWARES
- Quickbooks Online
- Quickbooks Desktop
- Quicken
- Fresh Books