Accounting, tax and payroll

Services

We offer seven services. Each page covers the work included, how the work runs and the documents that are useful to bring to the first meeting.

A stack of invoices and receipts, close-up

01Business formationChoosing between a sole proprietorship, LLC, S corporation or C corporation, EIN and state tax registration, and first-month setup.Choosing between a sole proprietorship, LLC, S corporation or C corporation, EIN and state tax registration, and first-month setup.Choosing a sole proprietorship, LLC, S corporation or C corporation · Reviewing the tax effect of an S corporation election (Form 2553) · Applying for an employer identification number (EIN)
02Bookkeeping and accountingMonthly bookkeeping, bank and credit card reconciliations, financial statements and year-end closing.Monthly bookkeeping, bank and credit card reconciliations, financial statements and year-end closing.Recording sales, purchases, bank and credit card activity · Monthly bank and credit card reconciliations · Accounts receivable and accounts payable review
03Tax preparationFederal and state income tax returns for individuals, partnerships, S corporations and C corporations, plus extensions and estimated taxes.Federal and state income tax returns for individuals, partnerships, S corporations and C corporations, plus extensions and estimated taxes.Individual returns (Form 1040), including business schedules · Partnership and multi-member LLC returns (Form 1065) · S corporation returns (Form 1120-S)
04PayrollPayroll processing, federal and state withholding, quarterly payroll tax returns, new hire reporting and year-end W-2s.Payroll processing, federal and state withholding, quarterly payroll tax returns, new hire reporting and year-end W-2s.New hire paperwork and state new hire reporting · Payroll calculation and pay stubs · Federal and state payroll tax deposits
05Sales tax complianceNexus review, state sales tax registration, exemption certificates and sales and use tax returns filed on your state's schedule.Nexus review, state sales tax registration, exemption certificates and sales and use tax returns filed on your state's schedule.Nexus review for in-state and out-of-state sales · State sales tax registration · Taxable and exempt products and services
06Tax planning and IRS noticesReviewing the tax effect of a decision before you make it, plus help responding to IRS and state notices and examinations.Reviewing the tax effect of a decision before you make it, plus help responding to IRS and state notices and examinations.Tax effect of purchases, investments and sales · Entity choice and S corporation election review · Owner compensation and distributions
07Closing or selling a businessFinal returns, payroll wind-down, reporting an asset or stock sale and closing federal and state tax accounts.Final returns, payroll wind-down, reporting an asset or stock sale and closing federal and state tax accounts.Final federal and state income tax returns · Corporate dissolution reporting, including Form 966 · Final payroll returns and Forms W-2

Meeting

We work out together which services fit your business. Call or send a WhatsApp message.

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