QuickBooks Training and Implementation Financial Reporting and Consulting Tax Services
QuickBooks Training and Implementation We are Certified ProAdvisors in QuickBooks 2012, 2011, 2010, 2003 and Enterprise Solutions v12 and v11 and can implement, train and assist you with other add-ons, such as payroll or accepting credit cards, all designed to help your company operate more efficiently and effectively. Our intent is to train you to become independent and capable of eventually using QuickBooks without our assistance. We offer individual or classroom training and can save you up to 30% on the purchase of QuickBooks software.
Financial Reporting and Consulting Our firm offers a wide-array of reporting, such as compilations, reviews, special engagements, and agreed-upon procedures. We also assist in consulting, such as incorporating or acting as “controllership”. See more details under the Services section.
Tax Services Our firm offers extensive tax preparation, tax planning, and representation services for individual, corporate, fiduciary, nonprofit, and other entities. We possess over 17 years of tax preparation expertise, including three years with a Big Four accounting firm.

Tax Services

The firm offers extensive tax preparation, tax planning, and representation services for individual, corporate, fiduciary, and other entities.

Tax Preparation

Tax preparation services include:

  1. Individual Income Tax. Includes preparation of federal and all state income tax returns.
  1. Business Income Tax. Includes preparation for federal and all states for the following business entities:
    • Corporation – Federal Form 1120 or 1120S
    • Partnership – Federal Form 1065
    • Nonprofit – Federal Form 990
    • Sole-Proprietorship – Schedule C as part of Form 1040
  2. Payroll Tax Reporting. Includes payroll reporting and deposits for all federal and state tax returns. This includes filing the following returns:
    • Federal Form 941. This form is filed quarterly with the Internal Revenue Service (IRS) to report federal income tax and social security and Medicare tax withheld by an employer.
    • Federal Form 940. This form is filed annually with the IRS to report an employer’s federal unemployment tax liability.
    • State Payroll Returns (State Income Tax Withheld). This includes any and all state payroll tax returns required to be filed by your company to report state income tax withheld. These reports are normally filed either monthly or quarterly, as required by applicable state law.
    • State Unemployment Tax Returns. This includes all applicable state unemployment tax returns required to be filed on your behalf.
    • Year-End Payroll Reporting. This includes, but is not limited to, preparation of Form W-2, Form W-3, Form 1099, etc.

In addition to filing the appropriate payroll tax returns, the firm can also assist in making the tax deposits to the appropriate taxing authority. The timing of the deposits will vary in accordance with the regulations of the appropriate state and taxing authority.

  1. Miscellaneous Tax Preparation. Examples of miscellaneous tax preparation includes the following:
    • Nonprofit and Private Foundation Income Tax Returns. This includes Federal Form 990 and required state returns.
    • Fiduciary Income Tax Returns. This includes Federal Form 1041 and required state returns.
    • Estate Tax Returns. This includes Federal Form 706 and required state returns.
    • Application For Recognition of Exemption (Tax-Exempt and Nonprofit). This includes Federal Form 1023.

Tax Planning

In addition to tax preparation, we will also assist with year-end business and individual tax planning to help maximize deductions and reduce tax liability. For many individuals, tax planning needs to be considered year-round as circumstances can change throughout the year. For most individuals, however, year-end tax planning can begin around September for December year-end clients.

Tax Compliance Representation

The firm can assist you as your representative with compliance issues with the IRS or other taxing authorities.