Tax - Individual
Tax Preparation - Individual Basic
Tax Preparation - Individual Plus
• Rental Property
• Investment transactions
• Schedule C businesses (sole proprietor or single member LLC)
Tax Plan - Written
Tax Planning Consultation
Tax Transaction Analysis (written advice on how tax law applies a specific set of facts)
Responding to Tax Agencies Assistance
Tax Audit Assistance / Representation
Remote Work Taxation Consultation
• Working in the gig economy or in a remote work arrangement? Understanding tax rules can be overwhelming. I can help you determine where your tax filing obligations are.
Tax - Business
Tax Preparation - Business
• Corporation
• S-Corporation
• Partnership
Basis Tracking for S-Corporation or Partnership
Tax Plan - Written
Tax Planning Consultation
Tax Transaction Analysis (written advice on how tax law applies a specific set of facts)
Responding to Tax Agencies Assistance
Tax Audit Assistance / Representation
1099 Filing
Tax - Fiduciary
Tax Preparation - Estate or Trust
Tax Planning Consultation
Estate Planning
Gift Tax Counseling
Gift Tax Return
Tax - Not for Profit
Form 990 Preparation
501(c)(3) Application
Consultation
Accounting Services
Accounting / Bookkeeping
• This service consists of entering transactions into your accounting system also known as keeping the books. I will record your transactions, balance your books, reconcile
your accounts such as bank and credit card statements and perform any necessary adjusting entries. This service will result in the delivery of a trial balance. If you need
formal financial statements this service can be combined with a financial statement preparation.
Outsourced Controller Service
Transaction Support
• This service provides input and advice on a particular transaction or circumstance that arises in the course of your business. If there is something new, unfamiliar or
significant I can guide you through it. Examples would be guidance in borrowing funds, purchasing equipment or another business.
Financial Statement Preparation
• This service is performed under the AICPA professional standards of SSARS 21.
Selection of Accounting Basis
• As the owner of a business you need to decide which basis of accounting you will use. This decision depends on who the users of the financial statements are. Some bases are cash, tax, AICPA framework for small and medium sized businesses and Generally Accepted Accounting Principles more commonly known as GAAP.
Payroll
QuickBooks Setup
QuickBooks Help
Consultation
Other Services
Personal Financial Planning
Personal Financial Plan
Business Entity Selection
Small Business Advisory