Tax Services & Questions
Tax Services
- Individual & Business Tax Preperation
- Federal, State & Local Tax Filings
- Tax Planning & Strategy
- Audit Representation
- Back Tax Filings
- Tax Amendments
- Estimate Tax Payments
- Payroll Tax Compliance
- Sales & Use Tax Filings
- Multi-State Tax Filings
- International Tax Assistance
- Tax Identity Protection
- Business Tax Structuring
Tax Basic – Compliance Essentials Package
- Individual or Simple Business Tax Return
- Federal & State Filings
- Standard Deductions & Credits Review
- Year-Round Advisory Access
Tax Growth – Strategic Tax Planning Package
- Business or Multiple Filings
- IRS/State Correspondence Support
- Tax Planning & Estimated Payments
- Year-Round Advisory Access
Premium – Tax Advisory & Protection Package
- Advanced Tax Strategies
- Multi-State & Complex Returns
- Back Taxes & Resolution Support
- Dedicated Tax Advisor
Accounting Services & Questions
Accounting Services
- Bookkeeping (Monthly, Quarterly, Annual)
- Financial Statement Preperation
- General Ledger Maintenance
- Accounts Payable Management
- Accounts Receivable Management
- Payroll Processing
- Bank & Credit Card Reconcilliation
- Cash Flow Management
- Financial Reporting
- Inventory Accounting
- QuickBooks Setup & Support
- Accounting System Implementation
- Internal Controls Development
Basic – Bookkeeping Foundation
- Monthly Bookkeeping
- Bank & Credit Card Reconciliation
- Monthly Financial Reports
Growth – Financial Management
- Full-Service Bookkeeping
- Payroll Processing
- Accounts Payable & Receivable
- Cash Flow Tracking
Premium – CFO Level Support
- Advanced Reporting & Forecasting
- Budgeting & Strategic Planning
- KPI Tracking
- Financial Advisory & Optimization
Business Administration Services & Questions
Business Administration Services
- Notary Services
- Business Formation & Structuring (LLC, Corp, Non-Profit)
- Registered Agent Services
- Business Licensing & Permits
- EIN Registration
- Corporate Compliance Management
- Annual Report Filings
- Operating Agreements & Bylaws
- Contract Administration Support
- Vendor & Supplier Management
- Business Consulting
- Process Optimization
- Business Credit Setup
- Entity Conversions
- Mergers & Acquisitions Support
- Dissolution & Business Closure Services
Basic – Business Setup Package
- LLC or Corporation Formation
- EIN Registration
- Registered Agent Service
- Operating Agreements/Bylaws
Growth – Compliance & Operations Package
- Annual Reports & Filings
- Business Licenses & Permits
- Corporate Compliance Monitoring
- Process Optimization
Premium – Business Management & Expansion Package
- Multi-Entity Compliance
- Entity Restructuring
- M&A Support
- Strategic Consulting
- Ongoing Administrative Oversight