New Business Setup
Articles of Organization or Incorporation
Employer Identification Number (EIN)
Tax Exempt Status Filing For Non-Profit
Sales and Use Tax Account Registration
Wage Withholding Tax Account Registration
Unemployment Tax Account Registration
Cleanup of all general ledger accounts, post all adjusting journal entries, issue monthly financial statements and investor reports, year-end close, 1099 preparation and additional tailor-made best practice accounting services that will help regulate and benefit the growth of your business.
Sales ledger management, Purchase ledger management, Bank reconciliation, Credit Card reconciliation, Payroll, Inventory, Sales tax, audit report and many additional customized bookkeeping services based on your business needs.
Monitor the financial performance of the company, perform detailed review of monthly financial statements with CEO and COO, manage cash flow including providing weekly and rolling 3-month cash forecasts, Preparation of annual operating budgets and quarterly forecasting, ensure quality control over financial transactions and financial reporting.
Tax Return Preparation & Filing
Individual Income Tax Return
Small Business Income Tax Return
Partnership Income Tax Return
S-Corporation Income Tax Return
C-Corporation Income Tax Return
Organization Exempt from Income Tax (Form 990)
Amended Income Tax Return
Employer's Annual Federal Unemployment (FUTA) Tax Return
Annual Federal 1099 Filing
Sales Tax Filing
Payroll Tax Filing
Tax Planning (Year Round)
Our virtual CFO plan includes: Financial Planning and Strategy, Financial Reporting and Modeling, Financial Accounting and Compliance, Revenue Recognition Strategy and ad hoc services.
IRS Audit & Tax Problems
IRS & State Audit Representation
IRS & State Collections Representation
IRS Tax Lien and Levy Relief
IRS & State Non-Filing Issues
IRS & State Back Owed Taxes
IRS Offers In Compromise
IRS Appeals & Tax Settlement
IRS & State Payment Plans
Trust Fund Recovery Issues
Payroll Tax, Sales Tax & Income Tax Problems
Consultation services are available at the request of the client on specific issues, such as entity restructuring, cost-savings analysis, operations strategy, business growth and profitability.
Some examples of current and past industries that our resourceful team of bookkeepers, accountants, accounting managers, controllers and CFOs have worked in
Advertising & Marketing, Architecture & Design, Construction, Financial Services, Healthcare
Restaurants & Hospitality, Manufacturing & Distribution, Media & Entertainment, Nonprofits
Professional services, Real Estate, Retail & Consumer Products, Transportation, Technology