Services Offered
1. Tax services
We offer return preparation and tax planning with the following entities.
- Individual 1040 returns
- Corporation 1120 returns
- S-Corporation 1120s returns
- Partnership 1065 returns
- Non Profit 990 returns
- Fiduciary, Trust, Estate 1041 returns
- Charitable Remainder Trust 1041-A and 5227 returns
- Estate tax return form 706
- Gift tax returns
2. Payroll Services
3. Online Bill Pay - integrates with QuickBooks®
4. QuickBooks® Hosting
5. Audits — for profit and non profit entities including A-133 audits and governmental entities (special districts).
6. Bookkeeping services for individuals and businesses
7. QuickBooks services — include the following:
- Data file cleanup
- Implementation and set up of initial file, which includes setting up personalized features.
- Training for staff and owners.
- Monthly and Quarterly QuickBooks review, which includes making any necessary adjustments.
8. CFO Services - Overseeing all areas of your financial picture
9. BillQuick® Advisor - Time and Billing that integrates with your accounting software
10. Business consulting services — include review of accounting system, financial, internal control, etc.
11. Business valuation
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.