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Business Accounting and Financial Statement
Services |
Business Tax Services |
Business Advisory and Planning Services |
Personal Tax and Planning Services |
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Prepare a
complete set of financial statements |
Prepare Annual Federal
Business Income & Tennessee Franchise & Excise Tax Returns |
Attendance in advisory
role at your monthly management meeting |
Prepare Personal
Income Tax Returns, estimated tax vouchers |
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Telephone
or e-mail assistance to your current Bookkeeper or Financial
Officer in maintaining your Accounting System |
Audit Representation
and response to tax notices |
Ongoing periodic
analysis and interpretation of financial statements |
Prepare Personal
Financial Statements |
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Continuous training of your personnel |
Telephone or e-mail
advice on "ad hoc" tax matters |
Prepare annual company
budgets with breakeven levels and profit goals for desired owner
salaries & return on investment |
Audit representation
and response to tax notices |
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Prepare
adjusting journal entries and accounting workpapers |
Prepare reconciliation
of book to taxable income |
Compute periodic sales
targets to achieve budgets |
Pre year-end Tax
Planning Review |
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Comparative Financial Statements and departmentalize data |
Prepare annual
personal property tax returns |
Identify and track
initial "key performance indicators" |
Basic Year-end
Personal Financial Planning consultation |
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Maintain
fixed Asset Depreciation schedule |
Assist with Annual
Business Licenses, Monthly or Quarterly Sales Tax Returns, Forms
1099, quarterly and annual payroll tax returns, and federal and
state unemployment tax returns |
Annual Profit
Improvement Potential calculations |
Telephone or e-mail
advice on "ad hoc" tax and basic financial matters to the current
owners |
