Tax Preparation, Bookkeeping, Consulting
ACCOUNTING, AUDIT, BOOKKEEPING 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 & SPECIAL PROJECTS
- 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
- Administrative assistance in various capacities
- Knowledgeable in healthcare, government, manufacturing, and non-profit
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