Five things we do well.
Most clients start with one of these and add others as the business grows. Each is quoted separately and has its own page with the details.
- PayrollWeekly, biweekly or monthly. Direct deposit, filings, year-end forms.
- Tax planning and advisoryPlanning meetings with a CPA before year end.
- Bookkeeping & accountingMonthly reconciliation and a short report on where the money went.
- Small-business taxSales tax, estimates, entity returns, IRS letters.
- Personal tax preparationIndividual returns, January to April.
Payroll
We run each payroll on time and make the tax deposits and filings that go with it. That includes new-hire paperwork, direct deposit, garnishments, and W-2s and 1099s at year end. Your part is approving the hours.
Payroll in detail →Tax planning and advisory
Planning happens during the year, while there is still time to act on it. You sit down with a CPA before the deadlines to decide on your entity, owner pay, retirement contributions and estimated payments.
Tax planning in detail →Bookkeeping & accounting
We record your transactions, reconcile the accounts and keep track of payables and receivables. Each month you get a report showing where the money went. We work in Xero or QuickBooks Online and can set up either one.
Bookkeeping in detail →Small-business tax
We file Virginia sales tax, work out quarterly estimates and prepare S-corp and partnership returns, with planning done before year end. If a letter arrives from the IRS, forward it to us.
Business tax in detail →Personal tax preparation
We prepare individual and family returns from January to April. You go through the documents on the checklist with a preparer, and before you leave you'll know whether you owe or are getting a refund.
Personal taxes in detail →Other things we can help with
IRS resolution
If you've had a letter from the IRS or Virginia Tax, forward it to us. We'll explain what it means and what it will take to settle, and we'll answer it on your behalf.
ITIN applications
If you need an Individual Taxpayer Identification Number to file, we prepare the application with your return and walk you through the identity documents it needs.
Entity formation
We help you decide between a sole proprietorship, LLC, S-corp or partnership based on your tax situation, then register it with the state and the IRS so the books are set up correctly from the start.
Not sure which you need?
Call us and we'll work it out with you. It usually takes about ten minutes, and there's no charge.