Individual and Business Income Tax Preparation - Your income tax return must be accurate and be able to stand the test of an audit. This requires substantiation and an experienced tax accountant. I am available year-round, an e-file provider and will support the tax return I prepare. Bookkeeping - Small business owners are busy individuals. I will help you in your bookkeeping by meeting with you quarterly to reconcile your accounts or monthly to keep your books up to date and accurate or weekly to prepare checks/invoices/sales receipts. I am proficient in the QuickBooks accounting software and have worked with many industry-specific software systems. QuickBooks Consultation and Training - Quickbooks accounting software is used by many small businesses. This software is able to provide businesses with most financial applications with ease and efficiency. As with any software, the user may come upon questions where they need outside assistance. I am available to set up you new Quickbooks program, provide initial training in the applications that may apply to your business and continually support and answer questions regarding the software in the future as your business grows. Sales Tax Preparation - NYS sales tax can be a difficult tax to determine. NYS has many sales tax laws and exceptions to those laws. I am available to help you in sales tax determinations as well as preparation of the sales tax return for your business. Payroll Tax Preparation - If your small business employs any individuals to help in the production of income for your business then you may be required to setup and maintain a payroll for that individual. I can help you in the registration process, requirements of the Department of Labor and the payroll deductions that are necessary. I prepare quarterly as well as annual payroll tax reports including forms W-2, 941, 940 and NYS-45.  Non Profit Form 990 Preparation - Each non profit organization is required to file some type of a form 990. This requirement ranges from a very simple postcard with very little information to a full form 990 with financial and informational data. I will determine which form is required for your organization and prepare the form. Compiled Financial Statements - Each small business owner should be aware and attentive to their financial information on a regular basis. I prepare financial statements for the business owner's use or the use by third-parties. These financial statements have a professional appearance and are very informative to the business owner. New Business Setup and Consultation - A new business owner has hundreds of questions and, many times, no one to turn to . This scenario is very risky to the new business owner when they start taking advise and information from associates instead of a professional with the knowledge of the federal and NYS tax/accounting laws. I meet with the new business owner and answer their questions, inform them of federal, state and local laws, register the business for required tax types and am available to the business owner for future questions they will come up with. Tax Planning - Income tax, social security tax, sales taxes, payroll taxes, real estate taxes and miscellaneous taxes are very expensive for the small business owner. This requires a business owner to be very diligent in trying to reduce these taxes the best that they are able. This requires year long planning and collaboration with your accountant. I meet with active clients, periodically, to discuss tax planning strategies and tax law changes that may affect their tax situation.