Small Business
- Company set-up procedures
- Completion or review of required business documents
- Assistance with establishing or transitioning to accounting software
- Analysis of business structures to identify the most advantageous
- Additional services as required
Accounting
- Delivery of timely, customized financial reports
- Monthly bank and credit card reconciliations
- Payroll services
- Sales tax and commercial activity tax returns
Additional services as required
*Retainer for small business and accounting services starts at $300/month and includes the preparation and filing of the business tax return if applicable
Taxes
- Review/analysis of prior year tax returns
- Preparation of tax returns for individuals and small businesses
- Quarterly tax planning and estimate calculations
- IRS notification or audit support
Additional services as required