| Tax: |
· Personal taxes
· Corporate
taxes
· LLC & Partnership taxes
·
Trust taxes
· Estate taxes
· Gift
taxes
· Sales & Use tax
· Tangible
tax |
| Accounting: |
· Financial Statements
Generally Accepted Accounting
Principles (GAAP)
Tax basis
Compilations
Reviews |
| Bookkeeping: |
· Income & Expense tracking
· Bank
reconciliation
· Credit card expense tracking
· Monitor profitability
· Onsite bookkeeping
· Customized reporting for management decisions
· Job costing |
| Audit Representation: |
· Corporate Federal tax
· Corporate
State income tax
· State sales & use tax
· Personal Federal tax
· Personal State
tax
· Workers compensation
· Department
of Labor & Training audits
· Insurance liability
audits
· Payroll tax audits |
| Collection Issues:
|
· IRS – Income tax (Personal & Corp.)
· IRS – Payroll tax
· State – Sales & Use tax
· State – Labor & Training tax
· Offer in compromise
· Installment payment agreements |
| Financial Planning: |
· Statements of net worth
· Retirement
needs analysis
· Asset allocation
·
Rebalancing retirement planning
· Optimizing
risk & reward
· Budgeting
· Debt
free planning
· Projected value at retirement |