Services
These are the services I currently offer from under the big accounting umbrella and are typically the major processes that become a burden to some business owners and sole proprietors.
If you're needing help in another type of service that isn't listed,
please feel free to ask me about it!
Bookkeeping
Whether it’s on a weekly, monthly, or quarterly basis, organizing and tracking your transactions allow you to
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stay within budget
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make a profit
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make certain investments
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plan for the future
Hand over your business statements and transactional paperwork, and I'll take them from a towering stack of paper to two financial statements, Profit & Loss and Balance Sheet.
Sales Tax Reporting
As someone who provides services or sells products, you might be responsible for collecting, reporting, and paying sales tax to the state(s) you made taxable income from. Sales tax varies from state, to county, to city, and can change at any time - the last thing you need is to be charging incorrect sales tax or none at all and have to cover any shortage out of pocket.
Simply provide your sales receipts/invoices, and I'll calculate and report taxable amounts and schedule your tax liability to the state(s) accordingly.
Payroll Processing
Keeping track of employee's times is difficult in itself and can make running payroll overwhelming really fast! Whether it’s one to fifty employees/contractors to pay, weekly to semi-monthly pay frequencies, physical checks or direct deposits, I am here to help you with it all. All that's needed from you are timesheets each payroll!
With each payroll, I provide you with copies of paystubs, a payroll summary detailing pays and taxes, and printed paychecks if any.
Payroll Tax Reporting
Reporting payroll data can also be overwhelming and confusing! Employers are responsible for withholding taxes from paychecks, depositing payroll taxes on a timely basis, and reporting payroll data accurately on a quarterly and annual basis to both federal and state.
I prepare payroll reports regardless if I process your payroll or not and ensure reports and deposits are made accurately and filed on time to both federal and state agencies.
Annual W2 & 1099 Filing
W2s and 1099s have to be filed and issued with federal and state agencies to each individual by January 31st. Regardless if I process your payroll or not, I reconcile your payroll data for the year with the tax payments made throughout the year to ensure enough was paid in, prepare W2s and/or 1099(MISC & NEC)s, file them with federal and state agencies, and provide you with copies. Additionally, I can mail out the forms to each individual for you if desired.
Individual Income Tax
I think it’s safe to say that we all dread tax season. Be it gathering all of your tax documents, having to miss a day of work just to wait to get your taxes prepared, all while stressing whether you'll having to owe or not on top of high preparation fees, and figuring out eligible tax credits/deductions or worse, finding out you missed out on one!
Do not worry anymore! Leave your tax documents with me and I'll work my magic!
I'll prepare your return, double-check that you receive all eligible credits/deductions, review the return with you, and electronically file it at an affordable rate.
I offer discounts to our first responders, military personnel, working students and seniors.
Business Income Tax
Finalizing financial statements, filing business income returns, and issuing K-1s, need to be prepared accurately and filed by either,
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March 15th for Partnerships and S-Corps
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April 15th for C-Corps
I typically file extensions for my business clients so I have ample time to thoroughly review their books, make appropriate adjustments, and finalize their returns. However, if you have your books already finalized and all necessary information ready, then let's get it over with and filed on time!