Tax & Accounting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
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940 and 941 Reports
Filing 941 and 940 reports timely is crucial for businesses to meet their tax obligations. The 941 report ensures accurate withholding and payment of federal income and payroll taxes, while the 940 report is essential for annual federal unemployment tax compliance, helping businesses stay in good standing with tax authorities.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Certifying Acceptance Agent
An IRS Certifying Acceptance Agent can assist individuals in obtaining their Individual Taxpayer Identification Number (ITIN). These services include verifying your identity documents, ensuring your application is complete and accurate, and submitting the required paperwork to the IRS on your behalf. This streamlined process reduces the risk of errors and helps expedite the issuance of your ITIN, allowing you to meet your tax filing obligations efficiently.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Non-filed Tax Returns
Filing tax returns late or not filing at all can result in severe consequences, including financial penalties, interest accrual, and potential legal ramifications. Timely and accurate filing ensures compliance with tax regulations, minimizes financial risks, and preserves a positive relationship with tax authorities.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Quickbooks Cleanup
A clean set of books is essential for maintaining accurate financial records, ensuring data integrity, and facilitating seamless financial analysis. A meticulous cleanup not only enhances compliance with tax regulations but also streamlines business operations, saving time and resources in the long run.
Quickbooks & Square Integration
Integrating QuickBooks with Square brings a seamless synergy between your payment processing and accounting systems, streamlining financial workflows. This integration ensures accurate and real-time recording of transactions, simplifying bookkeeping, enhancing efficiency, and providing a holistic view of your business’s financial health.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Tax Return Preparation for U.S. Expats
Expats should file their tax returns to comply with both U.S. and potentially foreign tax obligations, avoiding legal repercussions and ensuring financial transparency. Filing also allows expatriates to claim eligible credits and deductions, optimizing their tax situation and preventing unnecessary tax burdens.
W2 and 1099 Tax Form Filings
Having a professional file your W-2 and 1099 forms ensures accurate and compliant reporting, minimizing the risk of costly errors or penalties. By entrusting this task to a qualified expert, you can navigate complex tax regulations with confidence and focus on your core business activities.