Bookkeeping includes reconciling all bank accounts, credit cards, and loans. The setup and/or modification of your chart of accounts based on management needs. Categorizing all transactions based on accounting and tax principles. Producing Monthly and Year End financial statements: Profit & Loss statement, Balance sheet, Cash Flow Statement.

Tax Planning is developing a plan to understand and tackle your expected tax liability during the year: from projecting what is potentially owed, having the funds to pay, and developing ways to minimize your tax liability. Tax Consulting is getting advice in all tax matters and advice on financial decision in the process of being made. Tax Strategy is strategizing unique ways to minimize your tax liability. This can happen during tax planning, consulting, and preparation.

IRS Representation involves Tax Pro Strategies representing you in IRS field audits based on your tax returns produced by Tax Pro Strategies. It also includes creating accurate and proper record keeping system in the bookkeeping process so that all financial transaction can be accounted for properly to meet audit standards.

We work with solo owner companies that range from DBAs, Single Member LLCs, and S Corporations. We work with a limited number of Partnerships.

I do not work with C- Corp businesses. I like to work with small business owners and simplify things as much as possible. When a business becomes a C -Corporation, it add complexities that does not benefit small business owners compare to other entity structures.

You should provide at least the prior year's tax returns to begin process. During the continuous partnership you should provide receipts, invoices, accounting access to bank account, prior payroll records, customer list, vendor list, and any other relevant financial documents to help accurately update your financials and save on taxes.

It involves planning and strategizing your taxes to create more cashflow in the year in need whether its right now or needed in the future. It also involves managing the overall inflow and outflows of cash: from expense management, optimizing your accounts receivables and payables, planning for large purchase items, building cash reserves, and etc.

It involves financial analysis for growth decisions, goal setting and strategic planning whether you are planning to open a new location, hire more staff, need to reduce staff. It also includes cost management and revenue optimization.

We do not offer Payroll Serivices but recommend using Gusto or ADP for Payroll.

We do not offer sales tax services but recommend using Avalara.