Individual Tax Preparation & E-filing
The process of preparing and filing tax returns for individuals electronically.It involves gathering all necessary tax-related documents.
Business Tax Return Preparation
The process involves gathering financial information, such as income, expenses, and deductions, and using this information to calculate the business's tax liability. And it includes all types of businesses, such as sole proprietorships, partnerships, corporations, and LLCs.
Corporate Tax Return Preparation
It refers to the process of preparing and filing tax returns for corporations. Corporate tax returns are typically more complex than individual tax returns due to the additional tax rules and regulations that apply to corporations.
Self-employed Schedule C Tax
It is used by individuals who are self-employed or operate a sole proprietorship to report their business income and expenses to the IRS as part of their personal tax return.
State Tax Return Preparation
The process of preparing and filing tax returns for state income taxes. Most states in the United States have their own income tax systems, separate from the federal income tax system.
Business & individual Tax Compliance
It refers to the process of ensuring that businesses and individuals comply with all relevant tax laws and regulations. This includes accurately reporting all income, claiming appropriate deductions and credits, and filing tax returns on time.
Tax Planning
It is the process of organizing your finances in a way that minimizes your tax liabilities. It involves analyzing your financial situation to identify opportunities to reduce your taxes, such as taking advantage of tax deductions, credits, and other tax-saving strategies.
Tax Setup
It refers to the process of configuring accounting or financial software to accurately reflect an organization's tax requirements and comply with tax laws and regulations. This setup includes defining tax codes, rates, and rules that apply to various transactions and activities within the organization.
IRS Notices
IRS notices are official letters or communications sent by the Internal Revenue Service (IRS) to taxpayers to inform them about issues or actions related to their tax returns or accounts.
Financial Statement Compilation Reports
It is a type of financial report prepared by an accountant based on information provided by a company. Unlike a financial statement audit or review, a compilation does not provide any assurance on the financial statements.
Online Bookkeeping
It is the process of recording, categorizing, and managing financial transactions for a business using online software or tools.
Remote Accounting
It refers to the practice of providing accounting services to clients from a location outside of the client's premises.
Review of Financial Statement Coding & Chart of Accounts
It is a process that involves examining how financial transactions are classified and recorded in an organization's accounting system.
Monthly Reconciliations
It refers to the process of comparing and matching financial records, such as bank statements, credit card statements, and accounting records, to ensure that they are accurate and in agreement.
Payroll
It refers to the process of paying employees for their work. It involves calculating employees' wages or salaries, deducting taxes and other withholdings, and issuing payments.
Financial Reporting and Analyzing
It involves the preparation and examination of an organization's financial statements to assess its financial performance and make informed business decisions.
Quickbooks Set-Up
It refers to the process of configuring the QuickBooks accounting software for use by a business or organization. It involves creating a company file, customizing settings to meet the specific needs of the business, and entering initial data such as chart of accounts, customer and vendor information, and opening balances.
1099 Filing
Form 1099 is used to report various types of income other than wages, salaries, and tips. This includes income from self-employment, interest, dividends, and other sources.
