Financial Lifestyle Consulting Services
Financial Lifestyle Restoration Coaching
- Starter Emergency Fund- Budgeting
- Debt Reduction Plan
- Organizing Finances
- One on One – 1 hour monthly coaching
- Personalized budgeting program
- Steps to small investments
- 1-3 year improvements on finances
- Confidentiality agreement
- Cancel at anytime; non-refundable
Tax Preparation
-
Income Tax Preparation & Filing
-
Amended Prior Tax Returns
-
Business Tax Preparation & Filing
-
Personal Tax Preparation & Filing
-
IRS Resolution & Audit Support
-
Electronic Filing & Paper Filing
-
Non-Profit, Estate/Trust Tax Returns
-
I.T.I.N’s/Tax I.Ds
-
Sales Tax Return Preparation
-
Business Property Tax Return Completion & Remittance
TAX FORMS FILED
-
Form 1040, W2, W3
-
Schedule C
-
Form 8832
-
Form 2553
-
Form 1120 and Form 1120S
-
Schedule K-1 (Form 1065)
-
Schedule H
-
Form 1099
-
Form 1099 K
-
Form 1099 DIV
-
Form 1096
-
Form 940, 941, 941B, 944
-
Form DE-9, DE-9C
Schedule a free tax consultation to learn more
Pricing is based on your tax filing status.
Bookkeeping
-
Accounts Payable
-
Accounts Receivable
-
Bank Reconciliation
-
Books Clean-Up
-
Cash Flow Analysis
-
Customized Chart of Accounts
-
Customized Financial Reports
-
Customized Invoices, Statements & POs
-
Enter, Schedule & Pay Bills
-
Job Proposals
-
Pre-Tax Organization
-
Print & Mail Checks
-
Review & Diagnose your books
-
Clean up & Catch up
-
Coaching & Consulting for quickbooks
-
Customized workflows
-
Streamlined Financials
-
Financial Coaching
MONTHLY REPORTS INCLUDE
• Balance Sheet
• Check Register
• General Journal
• General Ledger
• Profit & Loss
• Profit & Loss Comparison
• Profit & Loss Year to Date Comparison
• Trial Balance
• Schedule a free one hour consultation to learn more
Payroll
-
Computerized Payroll – Checks or Direct Deposit
-
Liability Taxes
-
New Employee Reporting: DE-34
-
Payroll Ledgers
-
After-Tax Deductions – Child Support, Garnishments
-
Pre-Tax Deductions – 401(K), IRAs, Child Care, MSAs
-
Worker’s Compensation Reports & Audits
REPORTS PROVIDED EACH PAY PERIOD
-
Check Register
-
Employee Earnings Report
-
Federal & State Taxes Transfer
-
Payroll Journal
-
Payroll Register
TAX FORMS FILED
-
940, 941, 941B, 944
-
DE-9, DE-9C
-
W-2, W-3
-
1096, 1099
-
Schedule H
-
Schedule a free one hour Consultation to learn more
Pricing -
Pricing is at a Monthly Fixed Rate. Schedule a consultation to learn more!
Credit Lifestyle Restoration
- Unlimited Disputes Every 30-45 Days
- Monthly Credit Update Emails
- Unlimited Credit Building Program
-
Monthly Credit Consulting Coaching
-
Optional Customized Financial Budget Plan
We Have Success In Removing
- Collection Accounts
- Charge Offs
- Derogatory Student Loans
- Medical Bills
- Late Payments
- Repossessions
- Evictions
- Bankruptcies
- Tax Liens
- Judgements
- Unauthorized Inquiries
- Optional Budgeting Plan
Business Credit
- Legally build your business from scratch
- Assistance with your business entity
- Assistance with your EIN
- Assistance License and Bonding if needed
- Develop and build your business credit for funding
- Business Compliance
- Access to Business Credit Reports
-
Securing A Business Loan
-
Vendors Database
-
Revolving Credit Database
-
Funding from Top Banks
-
Access to Corporate Auto Loans & Corporate Travel