Services Offered


1. Tax services
We offer return preparation and tax planning with the following entities.

a. Individual 1040 returns.
b. Corporation 1120 returns.
c. S-Corporation 1120s returns.
d. Partnership 1065 returns
e. Non Profit 990 returns
f. Fiduciary, Trust, Estate 1041 returns.
g. Charitable Remainder Trust 1041-A and 5227 returns.
h. Estate tax return form 706.
i. Gift tax returns.


2. Business valuation

3. Business consulting services, which include review of accounting system, financial, internal control, etc.

4. Audits of for profit and non profit entities including the following A-133 audits and governmental entities (special districts).

5. Write-up and bookkeeping services from entering all transactions and in some cases signing checks and the preparation of financial statements.

6. QuickBooks services which include the following.

  • Data file cleanup
  • Implementation and set up of initial file, which includes setting up of features that are beneficial to that particular client.
  • Training for staff and owners.
  • Monthly and Quarterly QuickBooks review, which includes making any necessary adjustments.
  • Set up payroll.

Top 10 QuickBooks Mistakes

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We also get a 20% discount on all QuickBooks software and 30% discount on most QuickBooks supplies (checks, deposit slips, etc.) that is ordered through us.

7. New Service Offer! Payroll Services   See online demo >>>

 

This is just a brief list of our services, it is not meant to be all encompassing as we provide most services related to the accounting field.