Accounting & Bookkeeping Services

• Daily Transaction Categorization
• Bank & Credit Card Reconciliation
• Accounts Payable (AP) Management
• Accounts Receivable (AR) Management
• Catch-Up & Clean-Up Bookkeeping
• Monthly Financial Reporting
• Inventory Management

Individual Tax Filing & Compliance

• Federal Income Tax Return (Form 1040, 1040-SR, 1040-NR)
• State Income Tax Filing (Schedule C, 1099-NEC, and 1099-K Compliance)
• Foreign Income & Expat Tax Filing (FBAR & FATCA Compliance)
• Capital Gains & Investment Income Reporting

Corporate Tax Filing & Compliance

• Federal Corporate Tax Filing (Partnership 1065, 1120 & 1120-S)
• State Corporate Tax Compliance and Filing
• Sales Tax & Use Tax Filing (State and Local Sales Tax (SALT) in multiple states)

Payroll Setup and Processing

• Estimated Tax & Quarterly Filings
• Payroll Tax Compliance (Form 941, 940, W-2, W-3, and 1099 Reporting)
• Managing payroll taxes, withholding compliance, and employee reporting requirements.