Stellar
Services
The following list is not comprehensive.
I specialize in bookkeeping and administration work. As a bookkeeper I typically perform tasks such as entering various data, categorizing transactions, reconciling accounts or providing reports which allow you to review important aspects of your company more easily. Most of my clients use Intuit's QuickBooks software which allows them to either send me an "Accountant's Copy" of their QuickBooks file which I work in and then return, or I remotely access their data through QuickBooks Online accountants access. It is best practice to have your books reviewed once a month (or quarterly) by a bookkeeper to keep the most current records and a good handle on all income, expenses, taxes and so on. If questions arise on what type of transaction(s) occur I will reach out to discuss it with you, but otherwise my goal is to take off some of the stress of owning your business. I am overjoyed to assist you but is important to remember ultimately you have to be in control of your business policies, activities and finances.
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If you don't see what you're looking for feel free to reach out and we can discuss moving forward. I DO NOT file annual income tax returns but I may be able to refer you to someone who can.
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Looking for assistance with an urgent or one off task? Contact me
Account Reconciliations
Bank and credit card accounts need to be reconciled to ensure all your income and expenses are tracked and supported by your statement. I can do this for you especially if you have a QuickBooks Desktop (QBD) or QuickBooks Online (QBO) account. Ensuring your account reconciliations are correct and up to date also makes tax time easier for you and your tax preparer!
1099 Preparation
Throughout the year when a company pays any person (or other small business) more than $600 they should get a W9 Form from them. 1099s must be issued for every entity described above by January 31 of the following year. These forms are routed to the IRS and the payee for them to track income. If the information is not collected and/or reported improperly the IRS may impose a backup withholding against the issuing company.
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Notary Services
Coming Soon!!! I am currently enrolled in Notary Public courses.
Sales Tax Returns
Sales Tax, TPT, Transaction Privilege Tax - this beast goes by many names. I typically file monthly TPT Returns for my clients using spreadsheets we create together while reviewing the laws and regulations that apply to your industry.
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Year End Reports/
Tax Time Clean up
Sometimes we don't know what we don't know. If the end of the year rolls around and you realize you haven't been keeping up on your bookkeeping the best, reach out and we can devise a plan to turn your not so hot books into STELLAR books!
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I do not prepare annual income tax returns. Taxes are always a dreaded topic so it's best to do them right and not have to discuss much further in my opinion! In congruence with a CPA we'll find the right deductions you may qualify for.
Starting a Small Business
Are you ready to start your small business but aren't sure how? Congratulations on your bravery! Whether you are looking to open an LLC, Partnership or Corporation I'll be happy to guide you through the process and filing with the IRS, State of Arizona and the appropriate town/city.
Testimonials from my clients...
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