This is what every business person has to have done, just to "comply" with the tax laws and banking agreements. It includes Income Taxes for Federal & State, and the assortment of other matters Governments or Banks require of you. Review our Menu of Services below.

MENU OF SERVICES - Simply review the following menu of services and choose the services you need:

To receive these services, the Client agrees to use own personnel to set up, post and maintain QuickBooks accounting software or it's equivalent, unless Item #3 below is selected.

1. Telephone or e-mail assistance to your current bookkeeper or Financial Officer in maintaining your Accounting System.

2. Telephone or e-mail advice on financial & tax matters to the business owners.

3. Maintain basic accounting system from client-provided information, using QuickBooks or Peachtree.

4. Prepare compiled (unaudited) financial statements.

5. Prepare reviewed financial statements.

6. Prepare audited financial statements.

7. Prepare annual business income tax returns for a corporation, s-corporation, partnership, or limited liability company, including Texas franchise tax return when applicable.

8. Maintain fixed asset schedule.

9. Prepare miscellaneous tax returns, such as Property Tax Renditions, etc.

10. Prepare monthly or quarterly Sales and/or Use Tax Returns.

11. Prepare quarterly and annual Payroll Tax Returns, W-2 Forms, and 1099 Forms.

12. Assist with owner/officer W-2 fringe benefit calculations.

13. Prepare personal income tax returns for business owners and officers.

14. Prepare Trust and/or Family Limited Partnership Income Tax Returns.

15. Prepare Personal Financial Statements of owners as required by banks or for personal financial planning, or other purposes.

16. Prepare Retirement Plan Annual Tax Returns.

17. Provide annual Retirement Plan assistance in calculating contributions or coordinating information to plan administrator.

18. Invitations to Year End Tax Planning Seminar and other seminars.

19. Receive special newsletters.

20. Access to our Business Owners Resources on our website.

See Level Two for Management Accounting and Planning services.