Professional Accounting and Tax Service

Tax Planning, International Tax Research, Accounting, and Management Reporting

1. Bookkeeping 

• Data Entry

• Bank Reconciliation

​

2. Accounting

• Quick Books file setup

• Financial Statements Analysis

• Special Reconciliations - Deposits and Sales, Payroll, A/R, A/P

• Adjusting Journal Entries

• Accrual to Cash and Cash to Accrual Adjustments

​

3. Compliance

• Sales Tax Returns preparation

• Payroll Tax Returns preparation

• Payroll setup

• Payroll - weekly, monthly, QTR, etc…

• Secretary of State paperwork assistance

• Preparation of 1099's

• Worker's Comp. Audit assistance

• LA City Tax Return preparation

• 571-L- Business Property Tax preparation

​

4. Advisory Services

• Client Consultation - by phone, e-mail, in person

• Client Training - bookkeeping, Quick Books software, Tax preparation with Turbo Tax, Compliance, etc...

• Assistance with forming and dissolving of business entities

• Assistance with choosing a Business Entity

• Assistance with DBA and Business License filing

• Assistance with Purchase or Sale of Business

• Research and Advice on client specific tax, accounting and compliance issues and questions

​

5. Tax Planning

• Tax Projections

• Tax Planning - Basic

• Tax Planning - Comprehensive

• Tax Consultations

​

6. Tax Return Preparation

• Organize Supporting Documents

• Tax Appointment

• Tax Return Preparation

• IRS Tax Notice Review and Correspondence

• Installment Agreement and Offer in Compromise

• IRS Audit Representation