Small and medium business enterprises

My small and medium business enterprise clients include US medical offices, delis, restaurants, daycare facilities, construction companies. The services provided include a range of tax and accounting services to stream line your business needs and accounting functions. In the event of a tax audit, I am authorized to appear on your behalf before the Internal Revenue Service.

Tax and compliance services:

• US income and state and local tax returns
• Annual, quarterly and monthly filings
• Property, payroll, sale taxes
• 1099s, schedules K-1s
• Ad hoc and year-end tax planning
• Tax projections
• State allocations and tax optimization.

Accounting and auditing services:

• Setting up a chart of accounts using QuickBooks
• Quickbooks assistance
• Quarterly and monthly book closing
• Bi-weekly, monthly and quarterly payroll calculation
• Compilation of financial statements
• Budget development and cash flow analysis
• Audit of financial statements
• Reviews and compilations
• Computer Systems Consultation
• Audit Representation
• Testing and documentation of internal controls.

Other services

Whether you are planning to get financing to expand or otherwise incorporate you business, we provide incorporation services and advise on tax efficient structures for your business for growth and expansion.

• Preparation of financial statements for presentation to financial institutions
• Advising on tax efficient business structures
• Net capital calculations
• Check-the-box election
• LLC publications

Incorporation services

I will help you in deciding the most beneficial entity type for your business according to your goals and speculations. Here are just a few questions which we could help you answer:

• How to get started if I want to open my own business?
• What type of entity should I open?
• In what way will each type of entity benefit me?
• What type of taxes is my business subject to and how will it affect my personal taxes?
• How to comply with regulatory and compliance burden?
• In what state should my business be registered?
• What happens if my business has multiple locations and employees work out of different states?