Question 1

TAX PREPARATION

Accepted Answer

Preparation and review of federal and state tax returns for individuals and businesses
Corporate and personal tax planning
Representation before federal and state tax authorities

Question 2

ACCOUNTING & BOOKKEEPING

Accepted Answer

General ledger review and posting
Monthly bank reconciliation
Payroll and payroll tax preparation
Sales and business tax filings
Monthly financial information summaries

Question 3

BUSINESS CONSULTING

Accepted Answer

Business strategy
Business process optimization
Compliance and evaluation

Question 4

TAX DISPUTE REPRESENTATION

Accepted Answer

There is no need to take time off as I will represent you with the IRS or state.

Question 5

TAX DISPUTE RESOLUTION

Accepted Answer

I'm here to resolve your tax issue. IRS problems do not go away, they add penalties and interest daily

Question 6

PUBLIC NOTARY

Accepted Answer

I will help you to handle various business matters, including witnessing and authenticating document execution and signatures

Question 7

INSURANCE AUDIT

Accepted Answer

Insurance audits are based on sales and payroll that you self-report when you initially obtain insurance. An auditor may also verify job descriptions and the number of employees. These things are scrutinized during the policy year. To ascertain what a business’ premiums are, an accurate overview of the exposure is necessary.
Sales: General liability policies are rated using certain factors, one of which is sales. During the application process, you’re usually asked what your projective revenue could be for the next 12 months. Auditors verify that your revenue truly is what you reported it to be.
Payroll: Worker’s compensation is priced based on your employee payroll numbers. A risk modifier is multiplied by payroll/number of employees to calculate your premium.

Question 8

INTERNAL AUDIT

Accepted Answer

A review of your business operational effectiveness and efficiency, financial reporting, and compliance with laws, regulations, and policies
Help establish balances in preventing employees from stealing assets or committing fraud

Question 9

TRANSLATIONS FROM SPANISH TO ENGLISH

Accepted Answer

I translate information from Spanish to English

SERVICES