Complete Accounting Package
Monthly
bookkeeping
⦁ Enter transactions and adjusting journal entries as needed
⦁ Bank Reconciliation
⦁ Credit Card Reconciliation
⦁ Provide Monthly Financial Statements
Payroll
⦁ Process payroll wages
⦁ Submit payroll tax deposits
Sales Tax
⦁ File monthly sales tax return
⦁ Process sales tax payment
Quarterly
⦁ Prepare, process and file payroll tax returns
⦁ Review income and determine estimated tax payments
⦁ Provide quarterly financial statements with comparison to prior period to show business progress
Annually
⦁ Prepare and file corporate tax return
⦁ File annual payroll tax returns
⦁ Process and file W2s and 1099’s and corresponding IRS forms
⦁ Prepare Annual Corporate Report / LLC renewal
⦁ Calculate amount and advise on retirement contributions
⦁ Prepare and file personal tax return
Summary of Services
⦁ Bookkeeping
⦁ Payroll
⦁ Sales Tax
⦁ Estimated Tax Projections
⦁ Retirement Contribution Planning
⦁ Annual Report
⦁ IRS and IDOR correspondence on all tax notices
⦁ Corporate tax return
⦁ Individual tax return
⦁ Annual Tax Planning for both business and personal
Client Benefits
⦁ Complete monthly up-to-date books
⦁ Massive amounts of time savings
⦁ Complimentary personal yearly return included
⦁ Client has more time to work on business or enjoy their time off
⦁ Monthly and Quarterly reports emailed right to your inboxes
⦁ Up-to-date reports for easy projections
⦁ Trusted adviser to work with for both business and personal tax planning