The following is a list of services offered. All services are tailored to suit the need of each individual client.
1. BOOKKEEPING SERVICES:
(Business and/or Personal)
A. Payroll Services:
¨ Process payroll checks
¨ Process Federal and state tax deposit checks
¨ Make Federal and state tax deposits at financial institution
¨ Calculate quarterly tax reports
¨ Calculate year-end reports to include W-2’s
¨ Provide owner with payroll registers
B. Accounts Payables:
¨ Match invoices to monthly statements
¨ Post to General Ledger
¨ Pay invoices on a regular basis
¨ Print year-end reports to include 1099’s
C. Accounts Receivables:
¨ Make bank deposits
¨ Post deposits to General Ledger
¨ Reconcile company checkbooks stubs to bank statement
¨ Verify cash balance on financial statements to bank statement
¨ Provide owner with financial statements
2. TAX PREPARATION SERVICES: (Electronic Filing)
A. Individual Returns:
¨ Form 1040 for married or single taxpayers
B. Self-Proprietorship Returns:
¨ Schedule C for self-employed taxpayer
C. Partnership Returns:
¨ Form 1065
D. “S” Corporation Returns:
¨ Form 1120S
E. Estate Returns:
¨ Form 706 for deceased taxpayers
F. Fiduciary Returns:
¨ Form 1041 for deceased taxpayer
3. CLERICAL SERVICES:
A. Business and/or personal correspondence
B. Resumes
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