Services for business clients

Services for business clients may include:

  • business setup and licensing
  • business relocation and registration
  • accounting system setup
  • screening and referral of service providers
  • income, sales and other tax filings
  • documentation of business auto expenses and travel expenses
  • bankruptcy planning
  • economic recovery grants
  • bookkeeping and accounting services
  • preparation of financial statements
  • negotiation with a lender
  • compliance with the Affordable Care Act
  • 401(k) setup
  • pension plan setup
  • employee health plan setup
  • employee benefit plans setup
  • preparation of “after the fact” payroll for bookkeeping clients
  • researching the best available providers and making introductions when you request a referral
  • solicitation of competitive bids
  • communicate and negotiate with third party service providers
  • review of online security and backup systems
  • review of a proposed business agreement with emphasis on cash flow and tax consequences
  • discussion of health insurance requirements under the Affordable Care Act
  • set up online bookkeeping and personal financial management tools
  • introduction to a tax attorney and briefing the attorney on the current issues
  • interviewing bankers for the best fit for proposed financing
  • obtaining expert advice and a third-party determination of “reasonable compensation” in a marital settlement case and for income tax planning purposes
  • prepare financial statements
  • tax planning strategies
  • preparation of tax forecasts and “what it” scenarios
  • explaining IRS notices and discussing  response strategies
  • assisted in setup of pension plan and small business retirement plan
  • resolve problems in balancing a business checkbook
  • preparation of local, state and federal income tax returns
  • payroll services
  • “after the fact” payroll tax filings (including W2, 1099, 1095)
  • analysis with buy vs. lease decisions