Small Business Consulting

Quarterly

One on one at client’s preferred location to discussion operation, financials, marketing, human resource issues, and current tax situation
Quarterly federal & state withholding and unemployment tax returns (as applicable)
Quarterly update to depreciation entries

Monthly

Monthly compiled balance sheet and income statement
Monthly or quarterly state & local sales tax returns
Monthly bank reconciliations
General ledger review and recoding as necessary
Calculation of payroll tax deposits (as applicable)
Unlimited short duration discussions of tax and accounting matters
QuickBooks hosting

Annually

Year end tax planning analysis and meeting as necessary
Closing of company books and year end adjusting entries
Preparation of federal & state corporate/partnership tax returns
Corporate annual report
Business personal property listing
Privilege license
Preparation of employees W-2s and vendor 1099’s (plus direct expenses)
Preparation of federal form 940
Preparation of federal & state forms W-3

What is NOT included in the weekly fee:

(Billed separately and drafted the following week after notification)

IRS or state tax audits
IRS or state tax problems generated by client
Workmen’s and unemployment compensation audits
Loan applications and cash flow projections
Project costing or job costing analysis
Tax consequences of purchase or sale of business
Compiled, reviewed, or audited financial statements
Personal financial statements
Copies of information and tax returns previously provided to client
Census Bureau questionnaires
Accounting software support over 1/4 hour per month