Preparation of Federal and State individual, corporate, partnership, exempt, and trust tax returns. Since tax laws are always changing, I continue to develop new tax strategies and adjust existing tax strategies so clients can take full advantage of opportunities to reduce their tax burden. My business is to provide clients assistance with difficult tax situations such as back taxes solutions, installment agreements, and correcting prior year tax returns.
Provide client general ledger accounts review and clean-up. I help clients in setting up their accounting software. Preparation of Balance Sheet, Profit and Loss Statement, and Statement of Cash Flow. My bookkeeping services are designed to make your life easier so that you can focus on what you do best. I will take care of your books, balance your ledgers, and go through all the number-crunching to save your business money and help you maintain your bottom line. I pride myself as easy to work with; and I take great pride in my dedication to customer satisfaction.
Prepare & process 1099s and Sales Tax Returns for small to medium sized businesses. I do help clients with payroll set up, and consulting regarding payroll requirements.
Tax Audits require meeting with clients and gathering tax information for representation against the IRS, FTB, and SBOE. My Experience enables me to gather the necessary information asked from a tax agency on behalf of the client, resolve the tax issues, and negotiate a favorable outcome. Tax planning requires reviewing tax information and plan tax strategies to prepare clients for current year tax obligations, quarterly estimates, and year-end tax projections. The goal of tax planning is to arrange your financial affairs so as to minimize your tax liability.
Meet with clients to discuss company structure, filing requirements, and tax consequences. Sometimes it takes a fresh perspective to take a business to the next level. My expertise and creativity to help transform companies like yours into highly successful, growing businesses.
As a Certified QuickBooks Pro Advisor, I provide consulting and training on QuickBooks. I’ll walk you step-by-step through the essentials and the basic accounting fundamentals that you need to use QuickBooks