Accounting / book keeping / financial reporting

  • Coding, Data Entry, Classification, & Reconciliation

  • Data Entry, Bank & Credit Card Reconciliations

  • Statement of Assets, Liabilities and Equity, and Statement of Cash Flow.

  • Monthly / Quarterly and cumulative Statement of Income & Expenses.


Tax planning

  • Advise the client of the latest changes in the tax laws and how they affect his/her business.

  • Review the client’s prior year tax returns.



Payroll taxes and sales taxes

  • FICA, Fed W/H, Federal & Florida Unemployment returns.

  • W-2’s (Employee year end wage & tax summary) and 1099’s for unincorporated vendors.

  • Sales tax returns.

 

tax preparation

  • Corporate tax returns (Forms 1120, 1120S)

  • Partnership tax returns (Form 1065)

  • Estate and trust tax returns (Form 1041)

  • Personal income tax returns (Form 1040)

  • Partnership tax returns (Form 1065)



Management consultations

  • Telephone consultation regarding the client’s Accounting and Tax questions.

 
 

Audit presentation

  • Representation before the Federal, State and Local taxing authorities.