• Audit, Review, and Compilation of Financial Statements (annual, quarterly, monthly, as needed) (may include reconciling bank accounts, assistance with transaction entry, estimating accruals, computing depreciation expense, etc.)
• Payroll assistance
  • Calculating federal and state tax withholdings and other withholdings (insurance, pensions, garnishments, etc.)
  • Tracking payroll records for monthly, quarterly, and annual federal and state reporting
  • Preparation of monthly, quarterly, and annual federal and state payroll tax reports (income taxes, social security taxes, unemployment taxes, W-2's, etc.)
• Sales tax reporting (monthly and quarterly calculations and form preparation)
• Income tax form preparation (federal and all state income tax reporting) Includes corporations, S corporations, partnerships, non-profit organizations, and trusts.
• Pension plan annual reporting to IRS (Form 5500)
• Assistance with IRS audits and notices
• Other:
  • Computer software assistance (Quickbooks, MAS90 and other accounting software selection, installation, configuration, operation)
  • General business consulting - assistance with loan package preparation, operation review, etc.
  • Accounting system analysis, review and documentation

Individuals

• Income tax form preparation (federal and all state income tax reporting)
• Tax planning for the current year (assist with income tax estimate calculations)
• Assistance with IRS audits and notices
• Estate tax return preparation