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

General ledger review and posting

Monthly bank reconciliation

Payroll and payroll tax preparation

Sales and business tax filings

Monthly financial information summaries

Business strategy

Business process optimization

Compliance and evaluation

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

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

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

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.

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

I translate information from Spanish to English