(817) 513-1040

I offer the following menu of services for you and/or your business:

 Full service bookkeeping, including but not necessarily limited to:

  • Setup books in bookkeeping software application
  • Customize and update chart of accounts as needed to optimize detail of information provided by your financial records. 
  • Record all transactions, cash, non-cash and end of period adjustments and closings.
  • Reconcile books to your bank account(s) on regular basis.   This will serve to:
    1. Detect bank errors and excessive fees on a timely manner.
    2. Identify lost checks and misapplied deposits.
    3. Reveal fraudulent transactions/embezzlement in a timely manner, thereby preventing recurrence. 
    4. Provide confidence and peace of mind that your books are correct. 
    5. Optimize cash management, thereby allowing you to take every discount and put excess cash to work for you.

  • Maintain separate books for different legal entities.  Zealous segregation of accounting for different legal entities is critical, as failure to do so can jeopardize the very asset protections the entities were put in place to ensure. 
  • Periodic updates/reports on the state of your business at the frequency of your choosing.

Payroll related:

  • Payroll processing at frequency of your choosing.
  • Preparation of payroll tax forms 940 and 941 or 944.
  • Prepare and distribute forms W-2 (employees) and 1099 (contractors)
  • File quarterly unemployment reports to Texas Workforce Commission.

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Federal, state and local taxes:

  • Prepare federal income tax returns for you and your business(s).
  • Review past returns and prepare amended returns, as necessary.
  • Prepare quarterly estimated tax payment vouchers, as applicable.
  • Provide consultations related to planned transactions and/or suggest transactions designed to minimize future tax liabilities.
  • Provide consultations related to business entity formation designed to optimize balance between future tax liability and added filing requirements.
  • Prepare Texas franchise returns for business entities.
  • Prepare sales and use tax returns.
  • Prepare personal property tax renditions.

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