3. • We will prepare your personal taxes for 2009 and back as far as 2006.
1040A and 1040EZ filers …………………………………………….$20.00
• We will e-file 1040 and 1040A forms for persons with gross income $57,000 or less
and under age 61. We will still prepare and mail your returns if you do not meet
the above requirements.
1040 filers………………………………………………………….starts at $45.00
• We will check your return status for you and inform you every step of the way.
All filers……………………………………………………………………$N/C
• Most returns that are e-filed and direct deposited are received in as little as (10)
days. You can check your return status yourself at www.irs.gov
We will evaluate your financial situation and set up a budget to meet your
financial goals. WE ARE NOT AN INVESTMENT company telling you what to
do with your money.
Budget personal guide……………………………$5.00 /per $100 monthly income
4. TAX PREPARATION
BUSINESS
*Payroll taxes
940, 941, UCT6
W2’s/W3
1099’s/1096
*Types of Business Returns
Sole Proprietors
LLC’s
S-Corps
We will also prepare your bookkeeper by providing
techniques that will keep your accounting costs low.
5. Did you suspect fraud within your company?
False commissions, Inaccurate Payroll Submissions, Missing Inventory, tools, or supplies
These things happen but many times it can’t be proven because of lack of information.
Do you have an inventory? Do you have the controls in place to prevent such?
Would you like a general test to see what controls could help you and which are not
working?
We will indiscreetly evaluate your books for any fraudulent activity possibly being
performed. Our findings and purpose will not be disclosed without your permission.
If you have inventory but do not have an inventory program we can suggest a
manufactured inventory program or one of our customized programs.
The controls we will suggest will keep fraud and theft to a minimum if performed
correctly. We will explain these controls thoroughly and teach you methods of testing
the controls periodically for stability or we can perform those tests for you.
Return to Services
6. FINANCIAL STATEMENTS AND PREPARATION
BANKS, INVESTORS, AND OWNERS ALL NEED FINANCIAL STATEMENTS!
In order to get the loans your company may need will depend on your financial statement information.
We will prepare the necessary financial statements your lending institution requires.
BALANCE SHEET
OWNERS EQUITY
PROFIT AND LOSS STATEMENT
