Accounting & Bookkeeping

Comprehensive services for accurate financial management:

1. Recording transactions (sales, receipts, payments, purchases)
2. Reconciling bank and credit card statements
3. Managing accounts receivable (invoicing, tracking payments)
4. Managing accounts payable (processing bills, tracking vendor payments)
5. Tracking and categorizing expenses
6. Maintaining the general ledger
7. Producing basic financial reports (profit and loss, balance sheets, cash flow statements)
8. Preparing for tax compliance (organizing records, documentation)
9. Reconciling accounts to supporting documentation
10. Supporting audits and reviews with organized records
11. Reconciling petty cash
12. Monitoring customer and vendor accounts (credit terms, late payments)
13. Organizing receipts and financial documentation (digital and physical)
14. Assisting with year-end close and book adjustments
15. Implementing or improving bookkeeping processes/workflows
16. Staying current with bookkeeping best practices and software
17. Handling sales tax records and documentation
18. Supporting grant or loan application processes with financial records
19. Reporting irregular or suspicious transactions to owners/accountants
    

Payroll Services & Employee Management

Seamless outsourcing for your company's payroll needs.

1. Collecting and maintaining employee information (W-4s, I-9s, direct deposit details)
2. Setting up employee earnings (salaries, hourly rates, overtime, bonuses, commissions)
3. Calculating gross wages for each pay period
4. Calculating and withholding payroll taxes (federal, state, local)
5. Calculating and withholding employee deductions (benefits, retirement contributions, garnishments)
6. Generating paychecks or direct deposit payments
7. Issuing pay stubs to employees
8. Remitting payroll taxes to relevant authorities
9. Filing payroll tax returns (federal, state, local)
10. Tracking and accruing paid time off (vacation, sick leave, holidays)
11. Maintaining payroll records and ensuring data accuracy
12. Preparing and distributing annual tax forms (W-2s, 1099s)
13. Responding to employee payroll-related questions
14. Ensuring payroll compliance with federal and state laws
15. Coordinating with accountants for year-end payroll reporting
16. Supporting payroll audits and inquiries
17. Updating payroll processes and software as needed
18. Reporting and investigating payroll discrepancies
19. Keeping up-to-date with current payroll regulations and tax changes
    

Tax Planning &  Preparation

Expert preparation for individuals, businesses, and estates:

1. Access to Specialized Expertise
2. Reviewing last year’s federal and state tax returns
3. Gathering current financial statements and bookkeeping records (profit & loss, balance sheet, general ledger)
4. Collecting all income records (W-2s, 1099s, etc.)
5. Tracking estimated tax payments made throughout the year
6. Assembling records for all deductible business expenses, itemized by category
7. Documenting home office details, if claiming home office deduction (size, expenses, utility costs)
8. Compiling employee and contractor tax forms (W-9, W-2, 1099-NEC, etc.)
9. Reconciling bank, credit card, and loan accounts to actual balances
10. Organizing receipts for assets purchased or sold during the year (including purchase/sale dates, amounts, and depreciation)
11. Categorizing and substantiating meals, entertainment, travel, and other business expenses
12. Identifying and applying eligible deductions and credits
13. Planning for tax-saving opportunities (retirement plans, timing of expenses, deferred income)
14. Preparing and filing required business tax forms (Form 1040 Schedule C, 1065, 1120, 1120-S, etc.)
15. Ensuring records are ready for audit or review
16. Updating client on tax law changes relevant to their business
17. Coordinating with external advisors or accountants as needed for complex tax situations
    

Registered Agent Services

Your Legal Guardian for compliance. - we handle correspondence so you can focus on growth:

• Avoidance of Fines and Penalties
• Compliance Management
• Enhanced Privacy and Anonymity
• Flexibility in Business Operations
• Increased Credibility
• Multi-State Representation
• Professional Representation
• Reduced Administrative Burden
• Risk Mitigation
• Scalability
• Timely Document Management
• Transparency in Legal Communications
  

Entity Formation

Analyzing of your unique needs and goals to recommend the optimal entity type, whether it's an  LLC,  S-Corp,  C-Corp, Inc,  Partnership, or  Sole Proprietorship:

• Asset Protection
• Credibility Enhancement
• Flexibility in Management
• Funding Opportunities
• Liability Protection
• Pass-Through Taxation
• Privacy and Confidentiality
• Separation of Finances
• Tax Efficiency
• Transparency and Compliance
  

Asset Protection & Management

Protect your business and wealth with our advanced creditor shielding:

• Business Continuity
• Creditor Shielding
• Enhanced Financial Security
• Family Wealth Preservation
• Financial Stability
• Legal Compliance
• Liability Protection
• Peace of Mind
• Personal Asset Protection
• Preservation of Business Interests
• Protection from Lawsuits
• Risk Mitigation
• Tax Efficiency