Accounting and Payroll Services
Tax and Finance Solutions provide a full range of accounting services from bookkeeping, accounting, payroll and tax reporting.
For Start-up companies, we will assist you to make entity eletion and formation. We can also help you to set up your accounting/bookkeeping systems, payroll and tax reporting.
Finance
We provide the financial insight and leadership for clients who are in need of a full time CFP but cannot afford to have one. We will help to prepare cash flow budget and projections, profitability analysis, tax saving strategies, monitoring the financial covenants reporting to Lenders and other related areas. We can also assist our clients in Buy & Sell agreements, settlement agreements, and Mergers & Acquisitions.
We assist clients in preparing, negotiating and obtaining working capital to resolve cash flow problems for current operations or for business growth through bank loans, private equity, or debt equity. We can help our clients in getting new or re-financing from a $1,000,000 to $100,000,000.
Advisory
Tax and Finance Solutions provide top-quality advisory services in business: start-up, ongoing operational management, buy-sell agreements and negotiations.
Tax
Our tax planning and preparations mission is to minimize tax liability and maximize compliance for our clients. Whether it’s for individuals, corporations, estates, or trusts, our dedication of excellent services will help to ease tax burdens for our clients. We provide sophisticated strategic tax solutions to help clients in resolving complicated tax problems while avoiding tax liens or garnishments.
Wealth Management
We will assist business owners and their employees in evaluating and selecting the appropriate qualified retirement plans to achieve significant tax advantages: Simple IRAs, SEP, SINGLE K, 401K, cafeteria plans and Long Term Care.
Fee Schedule
Individual Tax Services |
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Individual Income Tax Returns | Starting at $100 |
Self-Employed (Schedule C) | Starting at $300 |
Rental Property Tax Prep (Schedule E) | Starting at $300 |
Business TAX SERVICES |
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Tax Consultation | Free Initial (1st hr) |
Partnership, Corporation Tax Returns | Starting at $800 |
Fiduciary Tax Returns | Starting at $800 |
No Activity Filing | Starting at $400 |
Non-Profit Tax Returns | Starting at $800 |
BUSINESS SERVICES |
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Small Business Accounting/Bookkeeping | Starting at $200/mo |
Payroll (check, payroll tax filing, payroll tax deposit, W2) | Starting at $135/mo |
Entity Filing (Formation, EIN, SOI, EDD etc.) | Starting at $1200 |
Annual 1099 $ 1096 forms | Starting at $100 |
Small Business Advisory and Other Business Consultation | $375/hr |
ADDITIONAL FEES |
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Any tax returns that require paper filing | $100 |
Copy and returning of original tax documents | $50 |
Taxpayers who introduce significant changes or additions | $120/hr |
CPA billable rate | $375/hr |
Staff Accountant billable rate | $80/hr |