11/11/2018
It's official....
Friday, 11/9/2018, we signed the lease and got the keys to my new office. Landlord has modifications to the space but we have a tentative open date for the first of 2019.... I will post when the grand opening will be. Super excited and looking forward to seeing all current and new clients!!
Current clientele return prep fees will remain the same unless the transmit or Bank fees increase. For new clients, return prep fees will increase slightly. I will beat any return prep fees that a client paid the previous year so long as the same forms are used.
Please remember that I am a full service accountant and offer a wide variety of services outside of taxes.
1. Tax prep, all type of returns
2. Budgeting
3. Wills - basic
4. Notarizing
5. Power of attorney
6. Living Will's
7. Temporary custody agreement s
8. Accounting audits
9. IRS audits
10. Accounting
* Reconcile Bank Accounts
* Reconcile Credit Card Accounts
* Financial Reports
* Accounts Receivables
* Accounts Payables
* Organization & Storage of Receipts/Records; Digital Records Retained As Backup
* State Sales Tax Payable
* Payroll
* State Unemployment Tax Reports
* Federal Form 941
* Federal Form 940
* Form W-2/W-3
* After The Fact Payroll
* Form 1099-Misc & Form 1096
* Analytical analysis of company procedures for improvement to increase revenue
* Auditing & Monitoring Expense Accounts & Records
11. Education/Certification of Software:
* QuickBooks (Online/Desktop)
* Microsoft: Word, Excel, PowerPoint, Outlook, Publisher, Access
* Nitro
* Adobe Acrobat Reader
MANY OTHER SERVICES!!!
Looking to the future!!!
Jennifer Stephens
