ConsultationBookkeeping Tax PrepBusiness Formations

Prepare tax returns for individuals, businesses, and exempt organizations Prepare year end entries to prepare for tax preparationReview AP & AR prior to tax preparation and discuss findings with clientsReconcile bank accounts and determine reasons for outagesProvide high-level client satisfaction within budgetary and time constraintsReview tax returns prepared by colleaguesPrepare quarterly and annual payroll and sales tax reportsAnalyze financial reports and make recommendations to clients based on cash position, assets and expendituresRespond to correspondence with taxing authorityTrain onboarding employeesPrepare annual franchise tax returnReview of monthly bank reconciliations

Prepare tax returns for individuals, businesses, and exempt organizations Prepare year end entries to prepare for tax preparationReview AP & AR prior to tax preparation and discuss findings with clientsReconcile bank accounts and determine reasons for outagesProvide high-level client satisfaction within budgetary and time constraintsReview tax returns prepared by colleaguesReview quarterly and annual payroll and sales tax reportsAnalyze financial reports and make recommendations to clients based on cash position, assets and expendituresRespond to correspondence with taxing authorityUpdate financial statements and prepare yearly for management reviewAssist with quarterly and year end closes as well as audit preparation

Prepare Federal, State and Local tax returns, copy and file necessary workpapers, prepare multiple clients’ sales and payroll taxes for quarterly, monthly and yearly returns, reconcile and close clients’ accounts monthly, prepare property tax returns and other duties assigned.

Monthly bank reconciliation, monthly sales tax calculations and payments for 40 sites, accrued property tax estimations and monthly entries, prepaid property tax amortization and monthly entries, post and process high volume vender invoices, over see data entry clerks, daily polling of 40 sites, balance o/s for each site, monthly AP reconciliations and subsidiary accounting.