Stay informed and up to date with your business by signing
up with our monthly service!
Our monthly service includes (unless otherwise noted):
ACCOUNTING:
● Cumulative Statements of Revenues and Expenses
● Payroll Journal
FORM PREPARATION TO ALL TAXING AUTHORITIES:
● Sales Tax – Monthly, Quarterly or Annually
● Payroll Tax Deposit
● Quarterly Payroll Taxes prepared – Form 941/944 & State
● Federal Unemployment prepared – Form 940
● Withholding Statement for Employees – Forms W2s or 1099s when
● client provides data (Additional Fee)
● Business Personal Property Tax prepared, if applicable (Additional Fee)
CONSULTATION:
● Thirty minutes of consultation of the client’s Reporting and Tax
questions relating to the current operations and their tax implications at
your business, our office or by phone (Additional Fees may apply)
● Pickup of records and delivery of financial reports (Monthly records
returned with reports)
TAX PLANNING:
● Advise the subscriber of the new tax laws that affect their business
● Review prior years’ tax returns
TAX PREPARATION:
● Estimated Income Tax
● Personal Tax Returns (Additional Fee)
● Corporate and Partnership Returns prepared (Additional Fee)
AUDIT REPRESENTATION:
● Additional Service: Representation before Taxing Authorities at the
agent level (Additional Fee)
up with our monthly service!
Our monthly service includes (unless otherwise noted):
ACCOUNTING:
● Cumulative Statements of Revenues and Expenses
● Payroll Journal
FORM PREPARATION TO ALL TAXING AUTHORITIES:
● Sales Tax – Monthly, Quarterly or Annually
● Payroll Tax Deposit
● Quarterly Payroll Taxes prepared – Form 941/944 & State
● Federal Unemployment prepared – Form 940
● Withholding Statement for Employees – Forms W2s or 1099s when
● client provides data (Additional Fee)
● Business Personal Property Tax prepared, if applicable (Additional Fee)
CONSULTATION:
● Thirty minutes of consultation of the client’s Reporting and Tax
questions relating to the current operations and their tax implications at
your business, our office or by phone (Additional Fees may apply)
● Pickup of records and delivery of financial reports (Monthly records
returned with reports)
TAX PLANNING:
● Advise the subscriber of the new tax laws that affect their business
● Review prior years’ tax returns
TAX PREPARATION:
● Estimated Income Tax
● Personal Tax Returns (Additional Fee)
● Corporate and Partnership Returns prepared (Additional Fee)
AUDIT REPRESENTATION:
● Additional Service: Representation before Taxing Authorities at the
agent level (Additional Fee)
