T
Tax Preparation
Professional preparation for individuals, families, self-employed clients, and businesses.
- Individual and family returns
- Self-employed and 1099 returns
- Business tax preparation
- Prior-year and amended returns
- Extensions and filing support
B
Bookkeeping
Ongoing bookkeeping support designed to keep your records organized and useful.
- Transaction categorization
- Account reconciliation support
- Monthly bookkeeping maintenance
- Profit-and-loss reporting support
- Cleanup of prior-period books
P
Payroll
Payroll setup and administration support for businesses that want a simpler, more organized process.
- Payroll setup coordination
- Employee and contractor records
- Payroll schedule support
- Pay statement and payroll record coordination
- Ongoing payroll administration support
PT
Payroll Taxes
Support with payroll-tax reporting cycles, records, and filing coordination.
- Payroll tax filing support
- Federal and state payroll tax coordination
- Deposit and payment schedule support
- Payroll tax record organization
- Year-end payroll tax document support
ST
Sales Tax
Sales-tax reporting and filing support to help your business stay organized and current.
- Sales-tax filing support
- Sales-tax record organization
- Filing-cycle tracking
- State and local filing coordination
- Support for recurring sales-tax obligations
BF
Business Formation
Administrative guidance for entrepreneurs who are getting a new business established.
- Business structure discussion and setup guidance
- EIN application assistance
- Basic formation-document coordination
- Startup records and compliance organization
- Connections to bookkeeping and payroll setup
