Businessessmall businesses of all types: sole-proprietors, LLCs, S-Corps, and C-Corps. We can help with all aspects of running a business, from choosing a business entity to helping you run your business more efficiently.
for working with businesses involves helping clients:
- Choose the right business entity to limit liability and minimize tax burden
- Set up their accounting books properly
- Manage bookkeeping
- Maximize cash flow and manage short term cash requirements
- Understand the difference between employees and contractors
- Set up employee benefits such as retirement plans and group health insurance
- Make smart decisions about banking and credit cards
Tax Return Preparation and Filing
We will prepare and file your current year federal, state (all 50 state), and local tax returns as well as previous years' tax returns. Estimated tax vouchers, K-1's, 1099's, e-filing, and direct deposit are all included as needed.
Let us help you minimize your tax burden while making sure to comply with all applicable laws.
IRS / State Representation
We will represent you with issues with IRS and state tax departments for audits, reviews, and negotiations.
Sales Tax Returns Preparation and Filing
We will prepare your monthly, quarterly, or annual sales tax returns for any state in which you need to file.
Payroll - we DO NOT prepare or file payroll returns
While we do not prepare or file any payroll returns, we can introduce you to all the major payroll providers.
Quickbooks Accouting Set-up
We will help you set up your books properly. We'll work with you to choose the right version of QuickBooks for your business, set up a chart of accounts and bank information, and give you training on how to use this powerful business tool.
Accounting Work / Financial Statement Preparation
We will prepare your financial statements and do general accounting work.
We love QuickBooks and love showing people how to use it. We can help you get your file up to date if it's a little messy, and we can teach you all the tricks of the trade. See also our Training page.
Let us be your bookkeeper! We will enter all transactions, update invoices and customer payments, and help you manage inventory.
We will help you choose the right entity for your new business. We do not believe one size fits all when choosing an entity. We discuss with you the various options including sole proprietorships, LLCs, S-Corps, and C-Corps. Discussion includes:
- Maximizing flexibility
- Limiting liability
- Minimizing taxes
- Minimizing audit risk
We will prepare and file the papers to start your business, including obtaining an EIN, opening a bank account, setting up your books and records.
The Business Package is a suite of business services. It includes an annual tax return for your business, and a personal tax return for one owner. We will also create any 1099-Misc forms for your contractors. Paying one flat fee gives you access to our expertise all year, enabling you to ask your questions and get the answers you need, without incurring expensive hourly charges.
- Tax Planning
- Sales and marketing strategies
- Budgeting and pricing
- Cash flow management
- Business model
Business Plannning Advice
For those not on the Business Package, we offer our business planning services on an hourly basis.