Bookkeeping & Tax Services
Bookkeeping /Write-Up
We provide a full array of services (unaudited) to enable you to track your profitability and comply with banking/reporting requirements. Our Tax Law compliant financial statements and tailor-made, financial analyses can help you identify and eliminate inefficiency and realize your business' full profit potential.
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We offer FULL-CHARGE BOOKKEEPING: monthly financial statements include Balance Sheet, Profit & Loss, General Journal and Bank Statement Reconciliation. As needed we will provide subsidiary ledger maintenance, and receivables and payables tracking and analysis.
Treasurer Services
We will act as (but will not be) your Chief Financial Officer or Treasurer, but do offer services including receivables, payables, and payroll management, up to but not including the signing of checks (except via Rubber Stamp you provide and in writing authorize).
Our Non-Profit Clients state that these value-added services are indispensable given their need to have new Officers and new management each year.
Tax Compliance & Representation Services
We are licensed to offer the full range of tax planning and tax compliance services. We will work with you year-round as needed to minimize your total tax burden within the limits of the law and defend you in tax audits as needed under IRS/CA Power of Attorney authorizations issued by you.
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1. Tax Preparation Services
* INDIVIDUAL TAX RETURNS for not only FEDERAL but also ALL STATES and including electronic filing (where mandatory as in California). A Tax Organizer will be sent to you on request to help you collect the information we will need to prepare your returns.
* BUSINESS ENTITY TAX RETURNS, including Partnerships, Corporations, Non-Profit Organizations and LLC's in ALL STATES and including electronic filing (where mandatory as in California).
* ESTATE, GIFT and TRUST TAX RETURNS.
* SALES TAX RETURNS for all California and Arizona tax agencies.
2. Audit Representation Services
If you are audited or assessed, we are licensed by the IRS to REPRESENT you, under Power of Attorney, provided you supply us with complete and accurate information, and you agree to have no direct contact with the audit agency -- we will appear in your place and without you being present at the audit.
If an audit of a return we prepared for you results in a tax increase due to an error we made, we will reimburse you for any assessed penalty (the actual tax due and associated interest for the time you had the use of those tax funds are not reimbursed).
Offers in Compromise and other settlement arrangements will be negotiated-with no guarantee as to outcome-on your behalf with the IRS. Sometimes a negotiated settlement can be obtained at less than the total existing tax assessments, providing you can prove inability to pay and you pay what you agree to in one lump sum. Forget those "10 cents-on-the-dollar settlement" advertisements.
QuickBooks Implementation & Training
QuickBooks is the most popular bookkeeping software with the fastest growing market share across all industries and company sizes. Our services include
* INSTALLING QuickBooks software for your business.
* CUSTOMIZING it so that it's right for you.
* TEACHING you how to use it effectively, at your SAN DIEGO COUNTY location or ours. We periodically hold TRAINING CLASSES IN OUR OFFICES where you have the opportunity to get "hands on" while training.
* REMOTE DESKTOP HOSTING. We can provide you access to the QuickBooks software on our Server and Host your data files as well so that we can provide real-time oversight of your use of the software.
Cash Flow-Budget Analyses/Financial Projections
We not only construct financial statements, we can analyze for you those prepared by others. Many of our clients state that these value-added services are indispensable.
* CASH FLOW and BUDGETING analyses can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables.
* FINANCIAL and BUSINESS FORECASTING services, including proforma projections and customized "What If" planning scenarios to help you foresee and plan for unexpected business contingencies.
Management and Business Consulting Services
We offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line, such as design and implementation of management systems, cost controls, employee benefit plan restructuring, and much more.
* CHOICE OF BUSINESS ENTITY alternatives are analyzed for your particular needs and we assist you in the formation /conversion process (say, from Sole Proprietor to Corporation or LLC, converting LLC to LP, liquidating a corporation, etc.).
* INCORPORATION SERVICE includes preparing and filing your Articles of Incorporation, filing your Statement of Domestick Stock Corporation (listing of Officers and Directors), obtaining your Federal and State corporateTax ID numbers, preparing and filing your "S-corporation" election, recording the Minutes of your initail Minutes, adoption of a standard set of By-Laws, and setting up your payroll. I you have questions that require a legal conclusion we can refer you to our referral affiliates, Clients of ours licensed in this area.
* PENSION & PROFIT SHARING PLANS, (qualified and non-qualified) including 401(k), SEP, SEP IRA, Keogh, HSA, life insurance and health insurance plan options are analyzed for your particular business needs and implementation assisttance provided as needed by our referral affiliate, Clients of ours licensed in this area.
* BUSINESS COMBINATIONS. PURCHASERS, SELLERS or those contemplating a MERGER, are advised about the financial condition of an acquisition candidate. We perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other considerations.
Payroll Services
Through affiliates in that field, we offer COMPLETE payroll preparation and payroll tax reporting services, at competitive rates, including but not limited to
* PAYCHECK PREPARATION (with or without signatures)
* DIRECT DEPOSITS of net paychecks to your checking or saving account or both
* ELECTRONIC TAX PAYMENTS by direct transfers from your bank account
* GARNISHMENT COMPLIANCE and other HUMAN RESOURCES consultation (but we do not give legal opinions).
* SPECIAL /VOLUNTARY DEDUCTIONS such as pre-tax and after-tax plans, prevailing wage benefits, and more
* FEDERAL and STATE PAYROLL TAX RETURNS, Quarterly and Annual and W-2s (and Forms 1099 for Independent Contractors) in ALL STATES.
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