Bookkeeping, Income Tax & Account Services
Business Startup
Account System Setup
Bookkeeping
Bank Reconciliation
1099 Preparation
Financial Statement Preparation
Monthly/Quarterly/Annual
Tax Services
Minimum Fee Schedule for Income Tax Services
Notary Public Services
Pickup and Drop-off Service
Business Startup
Specialize in services for small businesses. Flexible service can be set up either on-site or off-site and arranged at times that accommodate your business schedule.
Bookkeeping
Nothing is more valuable to our business than an accurate set of books. Our comprehensive bookkeeping services allow you to do what you do best… run your business!
Financial Statement Preparation
Accurate financial statements will give you the necessary tools to analyze your current business and plan for your future. We can assist with the preparation of monthly, quarterly, and annual statements.
Tax Service
Tax Preparation
Individual
Small Business
Tax Resolution Services
IRS Representation
Penalty Abatement
Unfiled Prior Year Tax Returns
Amended Tax Returns
Offer in Compromise
Electronic Filing
Fast Cash Refund Loan (RAL)
Fast Cash Refund Transfers (RTs)
Pick-Up and Drop-Off Service
As a benefit offered to our clients.
Tax Preparations
Whether you are an individual taxpayer, own a small business, or have more complex tax needs, we have the experience necessary to handle the job.
We use the latest in tax software or the most efficient processing of your tax preparation.
Electronic Filing
The key to dealing with any IRS notice is prompt action on your part.
Whenever you are faced with impending IRS action it is advisable to seek the help of a tax professional.
Enrolled agents are tax professionals licensed by the federal government to represent taxpayers and assist them with tax planning and tax return preparation.
We position ourselves to advocate on your behalf for the abatement of penalties and release of tax liens. If you are unable to pay a current tax liability in full, we can arrange for an installment agreement.
In certain circumstances, if an installment agreement is not an option, an Offer in Compromise (OIC) may be advisable. We can explain the details of how an OIC works and help you through the process.
Notary Service
As an added benefit to our clients, a Notary Service is available.
Fee Schedule
Witnessing or Attesting a Signature:
Acknowledge/Verification upon Oath or Affirmation:
Certifying or Attesting a Copy:
Receiving a protest of a Negotiable instrument
Copying any Instrument or Record
Administering Oath or Affirmation
Certifying an Event has Occurred or
an Act has been Performed
Travel for On-site Notarizations*
Minimum Fee Schedule For Incoming Tax Services.
Note: All Returns Include Free Electronic Filing:
Individual Returns
Business Returns
Other Returns
Individual Returns Federal
Schedule 1040A (Basic)
Schedule 1040 – Basic (Standard Deduction) minimum
Schedule 1040 – Including Schedules A & B
Additional Schedules:
Form 2106 – Employees Business Expense
Form 8253 – Non-Cash Contributions
Form 8684 – Casualty Loss
Form 8962 – Premium Tax Credit (PTC)
Form 3903 – Moving Expense
Form 2441 – Child and Dependent Care
Home Office Computation
Schedule C (Each)
Schedule D (1st 5 transactions)
Excess of transactions
Schedule E – Supplemental Income (1st Rental)
additional Rentals (Each)
Individual Returns State/Local
State Varies
Local Varies
Business Returns
Form 1120 – Corporation (Minimum)
Form 1120S – S-Corporation (Minimum)
Form 1065 – Partnership (Minimum)
Form 706, 709, 1041 – Estate, Gift, Fiduciary (Minimum)
Form 990 – Tax Exempt Organization (Minimum)
Other Items
Extension of Time to File
Installment Agreement Request
Form 1045 – Application for Tentative Refund
Amended Returns (Minimum)
W-4 Computation
Forms 1040/540 ES – Estimated Tax
Schedule K-1 (Each)
Form 4506 – Request of Copy
Form 4506 – T – Request for Transcripts
Form 941 – Employer’s Quarterly Return (Minimum)
Form 940 – Employer’s Annual Return
Franchise Tax Return
Sales and Use Tax Return Monthly
Sales and Use Tax Return Quarterly