SERVICES
Taxation and Real Estate
AUDIT SERVICES
- Research, collecting, reviewing corporate polices, procedures, and regulating agencies to develop audit objectives and audit work plan
- Analyzing data and documentation to assist organizations in determining financial status of operations and if compliant with regulating agencies
- Assessing organization's mission, vision, competition, and culture; recommending strategic innovation to assist client with increase in market share
- Helping client to ensure operating processes are relevent, reliable, efficient, and effective. Assessing risk, management, and internal controls
CONSULTING RESOURCES
- Interviewing, observing, and understanding the client's focus of concern
- Detailed discussion of day-to-day operations to determine the best tax strategies
- Determining the proper business structure for the client based on future goals: Sole Proprietor, Limited Liability Company, Corporation, Partnership
- Assisting business to establish itself legitimately: Secretary of State, Occupational Licensing, Internal Revenue Service, Financial Institution, and other regulating agencies
- Assisting with setting-up and maintaining accounting systems and administrative processes to include organizing, tracking, and recording transactions
REAL ESTATE ACTIVITIES
- Assisting clients with buying and selling residential real estate
- Preparing brokerage agreements/contracts and comparable market analysis
- Multiple Listing Service, Rental Property Listings, Licensed Real Estate Agent
- Broker Price Opinions
TAX PREPARATION
- Preparing and electronically filing individual/business federal/state tax returns that may include: mortgage interest, property taxes, charitable contributions, truck drivers, farm workers, stocks/investments, self-employment tax, foreign income, earned income credit, rental property; ITIN for individuals not eligible for social security numbers
- Assistance with correspondence to/from Internal Revenue Service
T1 - Form 1040EZ - College Student Discount
T2 - Form 1040A - Senior Rate Discount
T3 - Form 990/1040/1040A - Information Returns
T4 - Efile (business only)
T7 - Form 1040/Schedule C/D/E
T8 - Form 1040/Foreign Income
T5 - Form 990 - Non-profit Organization
T9 - Form 1065/1120 Business Return
T6 - Form 1040/Schedule A/EIC - Itemized
B1 - GL Bookkeeping - Recurring Services
B2 - GL Set-up - Accounting Systems
B3 - Real Estate Transactions
