We offer a full range of small business accounting services, with packages and pricing to meet most budgets. Lenders and other regulatory departments expect the same financial information from small businesses that they expect from larger entities. We encourage ongoing communications with clients to discuss business and tax-planning decisions by offering packages that include semi-annual and quarterly meetings. Our goal is to be an ongoing partner in your success.
QuickBooks Set-Up and Training
QuickBooks can ease the burden of bookkeeping for small business owners. We provide set-up, training, and clean-up services to ensure you have access to accurate information and reports to make sound financial decisions. Implementing proper bookkeeping practices also ensures that you are capturing all the available tax deductions, avoiding duplication of revenue reporting on financial statements and tax returns, and avoiding penalties for late or inaccurate reporting of various tax obligations.
We can assist you in setting up payroll to be run in-house via the QuickBooks platform, or we can run your payroll for you. In addition, we handle the processing of all quarterly payroll tax returns, year-end W-2s and related filings, and Forms 1099 for subcontractors.
Tax Preparation & Proactive Tax Planning
We prepare timely and accurate business and individual tax returns including federal, multi-state, local, and business privilege tax filings. We also provide pro-active tax planning services for small business owners and individuals, including the preparation of required estimated tax vouchers.
We assist in the set-up of nonprofit organizations. Terri holds certifications in NonProfit Accounting from the AICPA and can assist your organization in with the timely preparation of accurate Forms 990, financial statement, and required state filings. We can also assist your treasurer with understanding the complex accounting rules relating to non-profit entities.
Tax notices can be stressful and confusing and the IRS will only work with credentialed professionals to resolve these issues. If you have received a notice because of errors caused by a prior tax-preparer, or if you have non-filed returns, we can help you resolve these issues with the IRS.