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Services & Fees

We have over 50 Years experience in accounting & tax preparation.

 

 

 

Services are set at minimum prices and are subject to change. 

Please contact us for a detailed estimate 

 
 

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~ Monthly Services starting at $200.00 ~

 ~ Quarterly Services starting at $450.00 ~

 


 

Accounting Services Include:

  • Monthly profit or loss statement with Current Month, Year-to-Date & Percentages. Last Years Current Month, Year to Date Percentages For Comparison.
  • Balance Sheet for End of Current Month & Last Year for Comparison
  • General Ledger
  • Journals: Sales, Cash Receipts, Cash Disbursements, and General 
  • Payroll Records
  • Bank Reconciliation
  • Depreciation Schedules
  • Amortization Schedules
  • Work Picked Up - Ready to discuss Any Tax and Accounting Problems
  • All Financial Statements & Tax Returns Sent To You, Timely & Accurate.
  • Preparation Of The Following Tax Forms:
  • Monthly Federal & State Payroll Depositaries
  • Quarterly Federal & State Payroll Tax Returns
  • Monthly, Quarterly & Annual Sales Tax Returns
  • Employers Annual Federal Unemployment Tax Return
  • Transmittal of Income & Tax Statements
  • W-2 Forms For Your Distribution to Employees
  • Reconciliation of Income Tax Withheld & Transmittal of Forms W-2
  • Workmans' Compensation Insurance Payroll Reports
  • City Business Licenses
  • Business Personnel Property Tax Affidavit

 

                     Accounting Services offered do not require a federal or state license


 

Income Tax Return Preparation 

Services

Income Tax Return Preparation of:

  • Individual - $150.00
  • Partnership - $600.00
  • Limited Liability Company - $600.00
  • Limited Liability Partnership - $600.00
  • Corporation - $625.00
  • Fiduciary & Trust - $350.00


EA's (Enrolled Agents) are federally granted the right and privilege to represent taxpayers throughout the United States and supersedes California Tax Preparer licensing.

 


IRS, EDD, and Sales Tax Representation 

 

    Audit representation - $300.00 per hour 

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal, state and city agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to
answer any and all questions they may be asking of you. 

 


 

Legal Document Assistant Services

 

Legal self-help services that include professional legal documents:

  • Corporations
  • LLC's
  • Partnership Agreements

 

We are not attorneys and cannot perform the legal service that an attorney performs. We cannot engage in the practice of law.

 


 

Other Services

 

  • Payroll Check Writing
  • Departmental Income Statement
  • Consolidated Financial Statments
  • Tax & Business Consultation
  • Audit Representation (All Agencies- Federal, State, County & City)
  • Personal Financial Statements

 

 

News

NTA Blog: The Second Circuit in Borenstein Helped to Close the Gap in the Tax Court's Refund Jurisdiction, but Only for Taxpayers in that Circuit

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

Tax Notes podcast features an interview with the National Taxpayer Advocate

On April 11, National Taxpayer Advocate (NTA) Nina Olson sat down with a senior reporter from Tax Notes, an online publication for tax professionals, to record an interview about the filing season ...

NTA Blog: The Adoption of a Withholding Code and the Improvement of Free File Fillable Forms Would Streamline Tax Withholding and Reporting

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tips for Tax Pros: Earned Income Credit Tools and Information

Earned Income Tax Credit (EITC) rules are complex and helping clients claim this and other refundable credits is sometimes a challenge. That is especially true while performing the Due Diligence st...

TAS Tax Tip: Payment and Penalty Relief Options

Tax time can be especially tough if taxes are owed with your tax return and even harder if penalties and interest are charged. Our website’s Get Help pages have a wealth of information about ...

NTA Blog: Expanding Pay-As-You-Earn Tax Collection Could Bring Significant Benefits

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tip: Correcting tax returns, if you made a mistake or forgot to file

If you make a mistake on your taxes, do you know what to do and how to correct the mistake? There are many options on how to fix a mistake on your tax return, depending on whether you received a no...

NTA Blog: The IRS Should Redesign Its Notices Using Psychological, Cognitive, and Behavioral Science Insights to Protect Taxpayer Rights, Enhance Taxpayer Understanding, and Reduce Taxpayer Burden

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tip: Filing, Requesting an Extension of Time to File and Payment Options

The tax return filing deadline is almost here. Have you filed yet? The filing deadline to submit 2018 tax returns is Monday, April 15, 2019 for most taxpayers. Because of the Patriots’ Day ho...

NTA Blog: IRS Efforts to Improve the EITC Improper Payment Rate Harm Taxpayers While Overlooking the Roles of Taxpayer Education and Paid Tax Preparers

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...