We specialize in helping individuals and solo small business owners manage cash to keep more in their pockets and save on taxes with smart spending plans and optimized deductions and credits.
Basic Bookkeeping Services
Record Cash ins and outs; Prepare Your Tax Return
Record or import transactions from banks accounts (two (2) maximum)
Record and review third-party payroll transactions
Reconcile bank and credit card statements to cash inflows or outflows
Create basic financial reports for review
Review classified transactions for tax return IRS Form 1040 Schedule C, Form 1120S, Form 990
Expanded services are available; Referrals are welcomed
Need IRS compliance help?
Clean Up
Audit Support
Aligning Chart of Accounts
Bill Payment
Budgets
Donations
Grants
Customer Invoices
Need software help?
QuickBooks
Mint
Zero
FreshBooks
WaveApps
Outsource CFO Advisory Services
Focus on Your Profitability and Growth
Review banking transactions for classification/coding
Prepare adjusting journal entries for loans and depreciation
Prepare monthly reports
Prepare grant/donor reports
Create commission sales reports
Create royalty payment reports
Create expense and travel reports
Goal alignment tracking
Budget development for cashflow, savings and tax liability
Cash flow matching to future income and spending goals based on past bills and planned purchases
Software and system setup for scalability
Tax Planning and Return Preparation
Why Organize Tax Your Documents?
Many individuals and small business owners collect their financial information in a box during the year. Maybe you have even invested in a popular accounting software, like Quicken, QuickBooks, Sage, or Excel. After the year is over, you are going to take the information to a tax preparer and hope he/she can sort through the materials and arrive at the information the IRS is looking for.
If this scenario matches your business practice or tax season routine, you are missing something. If the information were available to you throughout the year, you could take advantage of tax deductions and tax planning solutions that would reduce your tax liability.
Are you secretly addicted to the adrenaline rush of filing your tax return at the last minute? Please file an extension and come back when you are organized or ready to finish.
Current and prior years prepared
What is Tax Planning?
Review your tax position to explore additional opportunities to build a better tax strategy that could improve your end result.
Review and prioritize your goals and objectives
Present a written tax plan supported by relevant financial summaries
Develop an action plan to implement agreed upon recommendations
Tax Plans Options
Employee stock option planning
Estate planning
Inheritance advice and guidance
Succession planning
Elder care assurance
Retirement planning
Pension planning
IRA distribution analysis
Roth versus Traditional IRA contribution analysis
IRS tax audit protection service
Buying a business assistance
Starting a business
Buying a franchise
