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Other Services

Software Consulting and Support

*Objective analysis of technology for use in your business, *Analysis of accounting computerized system, *Choosing software and the correct system for your business, *Training for various accounting, bookkeeping and complementary softwares, *Security options to keep records safe, *Back-up routines, *Assistance with Microsoft Word, Excel, Powerpoint, Midas, MAS 90, Peachtree,and related applications, *Save on costly technical support that do not understand your industry's accounting and bookkeeping problems. *Consulting and technical support on various products and services, *Integrating software into your firm's operations and work flow, *Insight into best practices for sustainable products use and services, *And much more.

QuickBooks Consulting and Support

*Initial set-up, *User names and passwords, *Due date reminders, *Back-up and restore data files, *Establish Preferences defaults, *Create/customize/edit chart of accounts, *Download updates, *Set-up Customer, Vendor and Employee Centers, *Create/Edit Item List, Fixed Assets List, Price Level List, Billing Rate List and Payroll Item List, *Create estimates/sales orders/invoices, *Record customer payments/credit memos/refunds, *Credit card customer payments, *Track sales and sales tax payable, *Track back orders, *Point of Sale option for tracking inventory and customer purchases, *Financial statement desinger, *Customize Module Reports, *General journal entries, *Set closing date and password, *Bank account(s) reconciliations, *Credit card account(s) reconciliations, *Record vendor invoices, *Create checks to vendors, *Loan manager option, *1099 Set-up and printing, *Payroll set-up, *Create paychecks and payroll tax payments, *Generate quarterly and annual payroll tax forms, *Workers compensation option, *Consulting and techinical support on all Intuit products and services, *Integrating software into your firm's operations and work flow, *Insight into best practice for sustainable use of Intuit products and services, *And much more.

Accu-Build Consulting and Support

*Configuration defaults, *Chart of Accounts set-up/editing, *Module set-up, *Create custom financial statements and trial balance, *Month and year end closing process, *Module integrity tests, *Back-up and restoring files, *Reconcile bank accounts, *Reconcile job costs to general ledger, *Posting adjusting journal entries, *Prepare customer contract invoices to include retention, *Time and material invoices, *Record Contracts-in-Progress and generate Job Status Reports, *Update job status from in progress to completed, *Posting vendor invoices to multiple GL accounts & jobs, *Managing subcontractor payments, *Creating joint checks, *Record cash receipts and backcharges, *Track inventory, *Generate payroll checks to record job and phase, *Prepare payroll tax deposits, *Prepare union and certified payroll reports, *Set-up workers compensation classifications, *Set-up/edit employer burden defaults, *Consulting and techinical support on all Accu-Build products and services, *Integrating software into your firm's operations and work flow, *Insight into best practice for sustainable use of Accu-Build products and services, *And much more.

Entity Structuring

*Sole Proprietorship, *General Partnership, *C Corporation, *S Corporation, *Limited Liability Company, *Tax deductions and asset protection and concerns, *Incorporation filings, *State of incorporation and its statutes, *Acquiring federal and state identification numbers for your business or entity, *Assisting in applications for licenses and permits, *And other related matters in forming a business.

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also takes into consideration the vast aspects of income taxes, estate and trust planning.

Business Valuations

We assist in taking a traditional approach to valuing small business for purchase or sale, or we can help seek an auxiliary advisor when required.

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a monthly, quarterly, or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks, Midas, Peachtree and many more. Stop doing the books, we are the answers to the following questions: *Is good workable financial information a problem year after year? *Have you wanted to outsource the problem and spend this valuable time on more productive duties or functions? *Are you wasting valuable resources by performing accounting or bookkeeping duties that do not generate revenue for your business? If you answered yes to any of the questions above, we are the solution to your accounting and bookkeeping problems.

Compiled Financial Statements

Financial statement preparation is a long-standing service of the firm. Depending on the client's needs, monthly, quarterly and annual balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. State-of-the-art accounting software used in our office provides helpful comparisons and calculations for effective and practical business analysis.

Reviewed Financial Statements

In performing a review of the financial statements, my report provides limited assurance stating material changes to the statements are not necessary. However, the financial statements are management's responsibility. All appropriate disclosures are included in the reviewed statements. I will obtain working knowledge of your industry and acquire information on key aspects of your organization, including operating methods, products and services, and material transactions with related parties. Inquiries concerning financial statement related matters will be made. Analytical procedures will also be applied. In many instances, a review - with its limited assurance - is adequate. If more assurance is required, a certified audit may be necessary.

Audited Financial Statements

An audit provides the highest level of assurance. An audit is planned and performed with an attitude of professional skepticism. Confirmations with outside parties, observation of inventories and testing selected transactions by examining supporting documents are performed. An audit is designed to provide reasonable assurance that significant errors or fraud are detected. An audit does not, however, provide a guarantee of accuracy.

Payroll and Complementary Services

Payroll and related complementary services for clients have been provided for many years. Services include: *Set up and maintenance of employee records, *Time tabulations, *Hourly, salary and special needs pay methods, *Weekly, bi-weekly, semi-monthly payroll periods, *Withholdings of tax and benefit contributions, *Computation and forms preparation of federal and state withheld taxes deposit requirements, *Preparation of quarterly federal and state payroll tax returns, *Issuance of checks, *Workers compensation filings and annual audits, *Union reports, *Preparation of W-2's and related year end transmitals. *Preparation of forms 1099 and related year end transmittals, *Late and year-end bonuses, *No set-up fees, *Delivery service provided, *And much more.

Tax Preparation and Related Services


A core specialty is the annual preparation of income tax returns for individual and related advisory services. Also corrections to prior years income tax returns such as, amending tax returns for over-statements or under-statements of incomes or deductions. Net operating loss (NOL) carryback, etc. Technical support for self preparers who use income tax software such as, Microsoft, Turbo Tax and various others. Seventy years ago, the instructions for preparing form 1040 were only two pages. Today form 1040 instructions are 155 pages, not including supporting forms instructions. Currently the IRS prints 1,101 required forms and an excess of 16,000 pages of instructions. The Internal Revenue Code requires 13.5 million words to explain the laws and regulations, and 11,760 pages of fine print. A 146% increase as of the Paperwork Reduction Act of 1995. The average taxpayer consumes over 27 hours preparing and reading tax forms each year, only to be hopeful of their submission.

Corporate, Partnership, LLC

Business income tax returns preparation with supporting documentation and schedules for proper filing is a core service offered to our clients. Whether your company is a C corporation, S corporation, Limited Liability Company, Partnership or Sole Proprietor a properly prepared income tax return will be provided to minimize your income tax responsibility.

Estates & Trusts

*Federal and multi-state income tax returns prepared for estates and trusts, *Deduction options, *Filing requirements, *Allocating expenses, *645 Election, *Real estate rules, *Rental real estate, *Form 1099 to trustees and others, *Capital gains and related income tax matters, *Property appraisals on trust assets, *Beneficiary's distributions and related form K-1 received, *Estate and trust income tax estimates, management, planning and recommendations, *Assistance to counsel in legal matters, *And much more.

Exempt and Not-For-Profit Organizations

*IRS Form 990, *CA-FTB Form 199, *Public inspection and disclosure of Form 990-T, *Drafting a mission statement and articles, *Applying for Federal tax exemption under IRS Section 501(c)(3), *Applying for State tax exemption, *Applying for Property tax exemption, *Applying for a solicitation license, if you plan to solicit funds your city may require, *Prepare disclosure statements to donors, *Payroll matters and related payroll tax issues, *Form 1099 issuance and filing compliance, *And much more.

Tax Planning

Income tax planning and management services for individuals and business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual income tax forecasting and income tax planning.

Representation in Tax Examinations

*Notices and letters, *Income tax audits, *Appeals process, *Collections and tax liens, *Offer in Compromise (OIC), *Innocent Spouse Relief, *Installment Agreements, *Amending Returns, *Advisor service, *Document preparation for self representation, *Mediation services, *Final analysis and forms, *Penalty abatement, *Employment tax problems, *Planning techniques and the impact of variables, *And much more.

Sales Tax, Property Tax, License Renewals...

*Registering for a permit or license, *Sales and use tax, *Business property tax, *Environmental tax, *Excise tax, *Fuel tax, *Appeals process, *Annual renewals, *Submission of required supporting documentation, *And much more.

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