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Pa
Package offering
Monthly Accounting Services
Allocation of business transactions to correct accounts
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Reconciliation of bank statements
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Preparation of monthly Profit & Loss statement
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Preparation of monthly Balance Sheet statement
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Annual Corporate Tax Return preparation (Partnership or Corp)
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Annual Report preparation and submission to Secretary of State
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Officer Compensation Analysis
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Quarterly estimated tax payments
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Monthly Payroll
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Federal 941 Quarterly Payroll Filing
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State Quarterly Payroll Filing
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Year-End 940 Payroll Filing
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W-2 Issuance to Employees
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1099 Issuance to Independent Contractors
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Client Portal Access
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Determination of federal and state tax notices
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Quarterly Conference Call
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Estimated and Revised Annual P&L
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Adjustments to Officer Compensation
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Misc. Business and Accounting Issues
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Personal 1040 Return Preparation
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Financial Planning Services
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Values & Vision
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Family Strategic Plan
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Cash Flow & Budget Planning
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Distribution Planning
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Employee Benefits Planning
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Key Employee Compensation Planning
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Personal Financial Statements
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Social Security Claiming Strategy
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Lifetime Tax Minimization Planning
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Tax Projections
Bookkeeping
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