We offer the following services for our clients.
Income Tax Preparation for all Entity Types
- Income tax return preparation for individuals and all entity types: corporation, partnership, individual, trust, estate, non-profit.
Tax Planning
- Getting a large refund may be exciting, but minimizing your taxes over your lifetime is probably a better goal. Choosing the correct entity structure (corporation, partnership, etc) is essential to minimizing your lifetime tax and protecting your assets. Being proactive about reviewing your tax situation before the end of the fiscal year, timing large transactions to get the best tax outcome, and planning for future events is worth the effort.
Payroll Processing
- Preparing payroll checks sounds simple until laws change or you add a new employee benefit. Taking the time to do it when you have a business to run is not always easy, or maybe you do not have an employee with that skill set. Outsource this task to me and there is one less thing to worry about. If you are just hiring employees for the first time, getting help setting up your payroll system so it operates smoothly will save you some future headaches.
Payroll Tax Returns and Form 1099 Preparation
- Quarterly or annual payroll tax returns and informational reports are a necessary evil. Since you only do them once a quarter or annually, it can be hard to remember exactly what line to report things on and things get more complex if you offer employee benefits. Even if you prepare your own paychecks, I can still help you with these periodic reports.
Washington State Sales/Excise Tax Return Preparation
- Sales and excise tax returns are a necessary evil. Since you only do them once a quarter or annually, it can be hard to remember exactly what line to report things on. I can help you with the returns or research to determine what is taxable, how to report it properly, and how to retrieve the necessary information from our accounting system.
QuickBooks Consultation and File Setup
- QuickBooks is intuitive for some, but not so easy for others. Good setup is often the key to ease of use. There is no need to struggle with it, pick up the phone and give me a call. If I cannot answer your question over the phone, I am happy to come to your office to assist or train.
Bookkeeping and Write Up Services
- You did not go into business because you enjoy doing the bookkeeping, but luckily, I did. We can tailor the services I provide to fit your needs. Maybe you would like me to do all of your bookkeeping. Maybe I come in monthly to do reconciliations and quarterly reports. Whatever you need to keep your time free to run your business and do what you are passionate about.
Multiple Entity Operations
- There are tax and legal advantages to doing business or owning assets in separate entities. But it is not always easy to keep track of which transaction should be recorded by each entity and how funds should flow from one entity to another. I can help you keep track of this.
Periodic Bookkeeping Checkup
- Periodic meetings allow us to talk more frequently. It is much easier to keep your financial records accurate if we can ask questions and discuss options more timely. Meeting with your bookkeeper allows us to catch errors and make corrections before they become habitual and we can do some training if needed. This is especially helpful when you have multiple entities and/or are training new staff.