INCOME TAX RETURN PREPARATION

• Tax Planning
• Individual
• Business
------- Sole owners
------- Partnerships
------- Corporations
------- S-Corporations

SUMMARY OF MONTHLY SERVICES

BOOKKEEPING:

STATEMENT OF INCOME
Income, Costs of Goods Sold, Gross Profit, Expenses and Net Profit
Itemized (dollar figures & percentages)
Report states monthly & year to date figures (dollar figures & percentages)

BALANCE SHEET
Checking, Savings, and other Bank Account balances
Assets (itemized)
Liabilities (itemized)
Equity Accounts (itemized)

GENERAL LEDGER
Itemized transactions showing all entries to accounts of business

BANK RECONCILIATIONS
All bank accounts are balanced to the client’s bank statements

SALES TAX REPORTS
Preparation of Sales Tax Reports as required
Monthly Reports (as well as prepayments) and preparation of Quarterly or Annual
Reports either by Fiscal or Calendar year

PAYROLL
Payroll Registers prepared on paydays (weekly, bi-weekly, semi-monthly or monthly)
Payroll Journals prepared monthly
Payroll Tax Deposits prepared as required by Federal & State Regulatory Agencies
Payroll Quarterly Reports – Form 941, DE9 & DE9C
New Employee Reports as required
Subcontractor Reports as required
Payroll Year End Reports – W-2’s & W-3’s
Forms 1099 & 1096 as required

WORKERS COMPENSATION INSURANCE REPORTS
Prepared as required

I am here to answer all of your questions. I work closely with all of my clients and take pride in making customer service a priority

Call me today so that I can start organizing your financial information

(619) 977-6586


 
 
 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 
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