Our business bookkeeping service operates in the background so you can focus on what matters most, your business & Family. Point is, we don’t require you to send us statements, receipts, invoices, or bills. Thanks to technology we can get everything we need safely and securely when we need it.
We organize your financial activity into meaningful reports (delivered quarterly) that allows us to track your success, create a financial health strategy, and plan for upcoming expenses and tax liabilities. Since we are tax savvy business CPAs, our reports are 100% tax compliant and we always keep tax savings and business planning in mind. We have three options for working with us.
For the business owner who doesn’t want any surprises. They just want us to take care of the basics and inform them of need to know due dates and compliance responsibilities. We believe every business owner needs to meet with their tax savvy business CPA(Business savvy tax CPA) at least 1 time a year, so our basic plan includes one year-end meeting in Nov/Dec to review financials and implement any tax saving strategies available.
Designed for the new business owner or the business owner making moves looking to grow quickly, includes all the need to know stuff in our basic package, plus 2 additional quarterly meetings (april/may + Sept/oct) to review interim activity, discuss strategy, check on best business practices, review record keeping and any other business matters that need attention.
Outsource CFO services. For the business owner looking for more attention, strategy and accountability. We have monthly and weekly meeting plans available that allow us to spend more time reviewing interim financial reports, implementing strategy and working on accounting staff training. The additional time allows us to pay special attention to other aspects such as budgeting, class tracking, accounts payable, account receivable, and inventory management if needed.
Preparing a correct and accurate tax return is our priority. We proudly stand behind our work and if a mistake does happen that is our fault, we will immediate correct the mistake and gladly refund your money if requested.
If any penalties or interest are incurred due to our mistake, we will do everything we can to fix the problem and cover any penalties should they arise.
We feel so confident in our processes to account for all deductions and uncover hidden deductions that we guarantee that you will pay the lowest amount of taxes legally possible. We spend a good amount of time correcting and fixing other so called tax pros mistakes and oversights.
We are so committed to giving out clients the best service. We do this by taking thte time to understand our clients situation and asking the right questions to make sure every deduction is accounted for. And remember we work for you, NOT the IRS.
Not only do we prepare an accurate tax return, we will inform you of tax saving strategies and best record keeping practices should we see fit.
Starting January 1, 2017, all our returns come with our “Silver” Stress Free Audit Insurance, FREE with paid tax preparation. Our Silver package includes our full support when handling IRS and State Notices for the 2016 tax year. If you receive a notice, send it to us and we will work with you to organize the required documentation and we will respond to the IRS on your behalf.
“Many tax experts are predicting an increase in IRS audits (because of the system automation), as well as an increase in audits by the state”
Our Gold Package adds our representation for an actual IRS audit for the current year. Whether it be an “audit by mail”, or an actual audit at one of the IRS locations, we will work with you to compile all the necessary documentation and represent you in front of the IRS for no additional charge. Our fees to represent our clients in an audit scenario can range from $1000- $2500 & up depending on time and complexities.
Our Gold option is an optional add on service & not included with regular tax preparation. Gold protection covers the current tax year only regardless of when you get audited.
The IRS and state authorities are behind in auditing tax returns and matching reporting documents to tax returns.They are currently working on 2012 & 2013 years.
Our Platinum level package covers you for a period of 7 years. It Is just like our Gold package, but it includes the currtent year and 6 prior years. We will provide audit coverage for prior years tax returns, even if we did not prepare them.
How is that for taking care of our clients! Once the Platinum level package is purchased, only the gold level will be required in future years as the previous years have been protected by the one time Platinum purchase.