Accounting and tax support for individuals and small businesses.
Accounting
Accounting set up and linking bank accounts to accounting systems
Bookkeeping services
Creating accounting files, processes, and reconciliations
Creating financial statements reporting
Annual goals, budgeting/planning
Cash flow/cash projections
TAXES
Tax preparations individuals, business, estates, trusts, etc. (e.g. Form 1040, 1120, 706, 1041, etc.)
Tax consulting/strategies
Tax planning
REAL ESTATE
Evaluation and analysis of real estate capital gains, 1031 Exchange, etc, pertaining to sale.
Assistance in evaluation of real estate purchases, depreciation, cash flow, and tax implications.
Analysis of real estate tax strategies
BUSINESS STRUCTURE
Evaluating appropriate business structure
Creating business entities (e.g. Corporation, LLC, LLP, etc.) and obtaining Tax IDs
Assisting with annual business entity renewal/reporting compliance requirements