Tax

• Prepare and file annual business and personal income tax returns

• Prepare and file quarterly sales tax return

• Representation in all tax matters

• Tax planning

Bookkeeping

• Record and map income and expense transactions to the correct ledger accounts

• Monitor transactions and reconcile bank and credit card statements

• Provide detailed profit and loss report, and other periodic financial reports and analysis

• Provide budget planning and assistance in all other accounting aspects of the business

Payroll

• Process payroll (full-time & part-time employees) thru various providers like Intuit, ADP

• Process and pay federal and state tax payments

• File federal and state Quarterly payroll tax forms (Federal 941, CA DE9, CA DE9C)

• File Annual payroll reports (Federal 940, W-3, Form 1096)

• Prepare year-end employee reports (W-2, 1099-MISC)

Incorporation

• Agent for service of process

• Prepare and file articles of incorporation

• Obtain Federal EIN

• Prepare and file Election for S-Corp (if Applicable)

• File statement of information with CA Secretary of State

• Prepare corporate documents: Shareholder/Partnership Agreement, ByLaws, Minutes of Meeting

• Obtain CA Seller's permit (if applicable)

SS Benefit Consultation

• Personal consultation to help you decide which maximum SS benefit to take and when to start

• Provide analysis and different filing date options to get the best strategy

• Use of accurate, comprehensive and advanced software to find the best strategy