Our services start with a reminder. We call the business about 1 week in advance to set up a time to pick up your data.
We come to you. At our scheduled appointment, we usually talk anywhere from 5 to 30 minutes and point out any major issues.
The following week we call to schedule a drop off appointment.
We deliver the data for the period which contains a copy of all returns prepared for you, any other action items, a profit and loss statement and a balance sheet. Secure electronic delivery is also available.
We discuss the company performance
We discuss tax strategies
We discuss cost saving strategies
We discuss methods to increase revenue
We discuss employee issues
We discuss Payroll, Sales Tax, Estimated Taxes
We discuss retirement
You call or email us as often as needed. We provide responsive and proactive services all year round.
Corporate Partnership and LLC returns