Tax Return Preparation
Persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax return
Year‐end 1099’s
A 1099 Form reports income from self employment earnings, interest and dividends, government payments, and more.
Fixed Asset Tracking & Depreciations
Maintaining accurate, up-to-date fixed asset records has never been more important. Fiscal transparency for organizations necessitates that assets above a certain capitalization threshold be tracking from acquisition through disposal.
Assist with cash flow planning
Cash is king when it comes to the financial management of a growing company. Prepare cash flow projections for next year, next quarter and, if you’re on shaky ground, next week. An accurate cash flow projection can alert you to trouble well before it strikes.
Financial Reporting
In the United States, the four basic reports are balance sheets, income statements (also referred to as profit and loss statements), cash flow statements and statements of shareholders’ equity.

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Our Services

Financial Reporting

Balance sheet
Statement: Month and year‐to‐date
Actual vs. budget
Trended monthly
Statement of cash flows
Job cost reporting

Management Tools

Dedicated team
Review financial results each month
Develop budgets and forecasts
Prepare reporting packages
CPA on all interim and year‐end audit
Tax reporting

Control Procedures

Analyze and post all bank activity
Analyze and post all credit card purchases
Reconcile all credit card activity
Reconcile all loan and lease accounts
Prepare adjusting journal entries
Maintain detailed general ledger