SERVICES
Tax Preparation
- Year-end tax return preparation
- Estimated Tax Payments
- IRS Notice Review
Financial System Setup
- QuickBooks File Setup
(Desktop & Online)
- Quicken Setup
Bookkeeping/Accounting
- Bookkeeping on weekly, semi-monthly, monthly, or quarterly basis
- Company Payroll
- Ad-hoc financial statements
Employer Wage & Tax Reports
- Quarterly employer returns -- Federal Form 941 and California DE-9
- Prep and filing of year-end W-2's and Form 1099-NEC (Non-Employee Compensation)
- Form 571-L, Business Property Tax Statement assistance
Personal Financial Consulting
- Credit Cards/Loans Inventory & Tracking
- Homebuyer Credit Preparation
- New Homebuyer Document Prep Assistance
New Business Services
- Entity creation with California Secretary of State
- Statement of Information (SOI) Filings
- IRS EIN Requests
College Readiness
- Resume Building, Review and Strategies
- Scholarship Essay Review
- Community College Course Planning
Forensic Accounting
- Records analysis pre- and post-Date of Death
- Potential Fraud Investigations
- Error correction
OUR TEAM
SOFTWARE
QuickBooks Data File Set-Up or Clean-Up
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Personal File Set-Up & Maintenance
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Organize Your Credit & Loan Accounts
As an Excel power user, I can assist you with all things financial. From a list of your bank acccounts, credit cards and loans to budgets ot full financial statements.
Do you need help with an Access Database?
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Is your accounting data stored in a SQL database?
Exprience with the following SQL programs:
- Microsoft SQL
- Oracle SQL
- PostgresSQL
Get Your Bank & Credit Card Statements into Excel
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SECURITY REMINDER
No tax or financial documents accepted via email
No tax or financial documents accepted via text
No tax or financial documents accepted via unsolicited file sharing sites / portal(s)
For your security, we do not accept any tax or financial documents via email, text, or unsolicited file sharing (such as OneDrive, GoogleDocs, Dropbox, etc). Any documents arriving by such means will be DELETED UNOPENED.
A multi-factor authenticated service that includes IRS-mandated security features is specifically created for each client.
