We are “Epiphany Administrative Solutions”

We are the one-stop shop for giving you the clarity you need to manage and axcelerate your business.

We strive to give our clients the peace of mind that they need to feel confident in their financial decisions. Business owners already struggle with the stress of day to day responsibilities- so leave the business administration management to us.

Strategy. Planning. Execution.

Learn about our accounting services

  • As A Small Business Owner, You Have More Important Things To Do Than To Keep Your Own Books. We Take Care Of Your Books For You, So You Can Get Back To The Job Of Running Your Business And Generating Profits!

    Each Month Or Quarter We'll Do The Following Things For You...

    -Reconcile Your Bank Account

    -Generate An Income Statement

    -Generate A Balance Sheet

    -Clean Up Your General Ledger

    -Provide Unlimited Consultations

    These Tasks Form The Solid Foundation Of Your Small Business Accounting System. You Can Customize The Package Of Services You Receive By Adding Payroll, Tax Planning, Tax Preparation, Or Any Of Our Other Services.

    BANK RECONCILIATION

    Reconciling Your Business Checking Account Each Month Allow Us To Keep Your Bank Account, Accounting, And Taxes Up To Date.

    Having Us Reconcile Your Account Each Month Allows You To...

    -Identify Lost Checks, Lost Deposits And Unauthorized Wire Transactions.

    -Detect And Prevent Excess/Unjustified Bank Charges And Ensures Transactions Are Posted Correctly By Your Bank.

    -Detect And Prevent Embezzlement Of Funds From Within Your Company.

    Know How Your Business Is Doing? You Can't Really Know Unless All Accounts Are Reconciled And Properly Accounted For On Your Financial Statement.

    Manage Your Cash More Effectively. Proper Management Of Funds Not Only Saves Money, But It Also Makes Money For You.

    Protect Yourself. By Timely Reconciling And Promptly Objecting To Your Bank About Any Unauthorized, Fraudulent Or Forged Checks Presented To Your Bank And Paid By That Bank, You Can Relieve Your Agency Of Responsibility For The Shortfall And Transfer The Risk To The Bank. This Reason To Reconcile Alone Should Be Enough. Crime Exists.

    Sleep Better. You Will Sleep More Peacefully At Night Knowing Your Bank Accounts Are Reconciled, In Balance And That All Escrow Funds, Accounts, Checks And Disbursed Funds Are Properly Accounted For.

    INCOME STATEMENT

    An Income Statement, Otherwise Known As A Profit And Loss Statement, Basically Adds An Itemized List Of All Your Revenues And Subtracts An Itemized List Of All Your Expenses To Come Up With A Profit Or Loss For The Period.

    An Income Statement Allows You To...

    -Track Revenues And Expenses So That You Can Determine The Operating Performance Of Your Business.

    -Determine What Areas Of Your Business Are Over-Budget Or Under-Budget.

    -Identify Specific Items That Are Causing Unexpected Expenditures. Like Phone, Fax, Mail, Or Supply Expenses.

    -Track Dramatic Increases In Product Returns Or Cost Of Goods Sold As A Percentage Of Sales.

    -Determine Your Income Tax Liability.

    BALANCE SHEET

    A Balance Sheet Gives You A Snapshot Of Your Business' Financial Condition At A Specific Moment In Time.

    A Balance Sheet Helps You...

    -Quickly Get A Handle On The Financial Strength And Capabilities Of Your Business.

    -Identify And Analyze Trends, Particularly In The Area Of Receivables And Payables. For Example, If Your Receivables Cycle Is Lengthening, Maybe You Can Collect Your Receivables More Aggressively.

    -Determine If Your Business Is In A Position To Expand.

    -Determine If Your Business Can Easily Handle The Normal Financial Ebbs And Flows Of Revenues And Expenses?

    -Determine If You Need To Take Immediate Steps To Bolster Cash Reserves?

    -Determine If Your Business Has Been Slowing Down Payables To Forestall An Inevitable Cash Shortage?

    Balance Sheets, Along With Income Statements, Are The Most Basic Elements In Providing Financial Reporting To Potential Lenders Such As Banks, Investors, And Vendors Who Are Considering How Much Credit To Grant You.

    MAINTAINING A CLEAN GENERAL LEDGER

    The General Ledger Is The Core Of Your Company's Financial Records. These Records Constitute The Central "Books" Of Your System. Since Every Transaction Flow Through The General Ledger, A Problem With Your General Ledger Throws Off All Your Books.

    Having Us Review Your General Ledger System Each Month Allows Us To Hunt Down Any Discrepancies Such As Double Billings Or Any Unrecorded Payments. Then We'll Fix The Discrepancies, So Your Books Are Always Accurate And Kept In Tip Top Shape.

    UNLIMITED CONSULTATIONS

    We Are Always Available To Spend Time With You So You Fully Understand How To Interpret And Utilize The Financial Information We Provide. Our Consultations Are Already Included In Our Price, So Please Feel Free To Call Us Whenever You Have A Question Or Concern.

  • Although QuickBooks Online Is Designed For The Layman To Understand, The Initial Setup And Installation Must Be Done Correctly In Order For Future Information To Be Accurate.

    All Information Necessary To Set Up Manual Accounting Records Is Also Necessary To Set Up And Install QuickBooks Online. This Task Is Even More Complicated If You Switch From Manual Accounting Operations To QuickBooks Online In The Middle Of The Year.

    Which Accounting Method Will You Use? What Chart Of Accounts Do You Need For Your Business? How Do You Handle Beginning Balances?

    An Expert Can Easily Answer All Of These Questions And Complete The Initial Setup And Installation In A Timely Manner. In Addition, Your Accounting Employees Receive Training On The Accounting Software To Enhance Their Performance.

    HOW MUCH DOES IT COST?

    We First Want To Find Out A Little More About Your Business And Your Accounting Records Before We Quote You An Exact Price. Rest Assured That We Work With Many Small Business Owners And Our Rates Are Designed To Fit The Budgets Of Our Clients.

    As With Any Accounting Software Program, Installation And Training Take Time - Time Is Taken Away From Managing Your Business. Here's A Shortlist Of The Services We Provide During Your QuickBooks Online Setup:

    Study And Evaluate Your Software And Accounting Needs.

    Recommend Software And Hardware Requirements.

    Design And Set Up Chart Of Accounts And Entire Accounting Package Including Payroll, Accounts Receivable, Inventory, Accounts Payable, Etc.

    Determination Of Your QuickBooks Starting Date

    Loading Your Chart Of Accounts And Balances As Of That Starting Date

    Preparation Of A List Of The Items That You Sell To Your Customers. This List Includes Services, Inventory Parts, Non-Inventory Parts, Other Charges, And Sales Taxes

    Entering Your Outstanding Accounts Receivable And Accounts Payable Details As Of Your Starting Date

    Entering Your Ending Statement Bank Balances And Outstanding Checks & Deposits In Transit As Of Your Starting Date

    Printing A Trial Balance As Of Your Starting Date And Comparing It To Your Trial Balance From Your Old System

    Entering Your Transactions Since Your Starting Dates Into QuickBooks

    Train Client Or Client Staff In The Use Of Software To Meet Their Accounting, Management, And Tax Needs.

    ONGOING SERVICES

    Follow-Up Training To Ensure The Client Is "On The Right Track".

    Monthly, Quarterly Or Annual Review Of Client QuickBooks Data To Assist In Tax Preparation And Management Reports.

  • Once QuickBooks Is Set Up And Working Properly, We Can Train You Or Your Employees To Properly Operate QuickBooks Specifically For Your Business.

    WHY CHOOSE ONE-ON-ONE ATTENTION INSTEAD OF TAKING A CLASS?

    We Focus On The Individual Issues Facing Your Business.

    We Will Be There To Answer Your Specific Questions And Concerns.

    No Need To Spend Time On Features That Don't Impact Your Business!

  • Overhaul Your Accounting System With A QuickBooks Tune-Up.

    Whether You Need To Prepare For Tax Time, A Financial Review Or You Just Need To Clean Up Some Problem Areas, You'll Be Prepared With A QuickBooks Tune-Up. A QuickBooks Professional Advisor Will Help You Clean Up And Organize Your Bookkeeping System.

    TUNE-UP TOPICS

    Reviewing Your Transactions For The Year

    Cleaning Up Stray Entries

    Customizing Reports

    Balancing General Ledger To Subsidiary Records

    Additional Personalized Training

10 Reasons Why You Should Use QuickBooks Online

QuickBooks Online is the ideal business accounting software for small to mid-sized business owners. Here are 10 reasons why you should be using QuickBooks Online.

  1. You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.

  2. You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you're making money and whether your business is healthy.

  3. You save money because QuickBooks Online is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred bucks. PC accounting software is truly one of the great bargains in business.

  4. Your business can grow with QuickBooks Online. QuickBooks Online will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.

  5. You can customize QuickBooks Online to work the way you want. QuickBooks Online is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for Contractors, Retailers, Health Care Professionals, and Non-Profit organizations.

  6. You can rest assured knowing that QuickBooks Online is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks Online as their accounting software. You can't go wrong with a software program with such an extensive installed user base.

  7. You save typing time and errors by sharing data between QuickBooks Online and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook, and ACT.

  8. You will get paid faster with QuickBooks Online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!

  9. You can easily accept Credit Cards. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don't have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.

  10. You can pay your bills and bank online. Setup your current bank account in QuickBooks Online, and you're ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks Online as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online Banking also lets you download your monthly statement from your participating bank directly into QuickBooks fOnline or easier reconciliation.

Non-Profit Organizations

We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items.

  • Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent...

  • Balance Sheet with specific categories like cash, accounts receivable, accounts payable...

  • Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.

  • Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.

  • Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.

The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So, it's imperative that you build your accounting system around these revenue and expense classifications.

Here's what we do for you...

  • Review and compile your financial statements

  • Design and maintain your Accounting System

  • Weekly, bi-weekly, or monthly payroll preparation

  • Payroll Tax Preparation and Deposits

  • Provide training for your accounting personnel

  • Complete and file your non-profit status application

  • Provide training for your board on non-profit financial statement usage and effective budgeting practices

  • Prepare and file the 990 and 990T tax forms

  • Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN), and payroll setup with federal and state agencies.

  • Churches
    We prepare the pastoral housing allowance and other required benefit documentation to meet the complex dual status of ministers.

If you're starting a new not-for-profit organization, we can help you prepare your organization's 501 (c)(3) application for tax-exempt status.

Here's what's needed...

  • Articles of Incorporation containing the Exempt Purpose Statement as described in IRS Code section 501(c)(3) and defined in Treasury Regulation 1.501(c)(3)-1 Paragraph d and the Dissolution Statement described in Treasury Regulation 1.501(c)(3)-1 Paragraph b subparagraph 4 ("Organizational Test").

  • Employer Identification Number

  • By-laws of the Organization

  • Minutes of Board Meetings

  • Names, Addresses, and Resumes of Board Members

  • Names and addresses of all Active Members

  • Inventory of Assets like cash, furniture, equipment, property, pledges...

  • Inventory of Liabilities like mortgages, accounts payable, loans...

  • Rent/Lease Agreements and Contracts

  • Revenue and Expense Statements for the last four years or as far back as possible if your organization has been in existence for less than four years.

  • Written Reason for Formation and History of the organization.

  • Organization Mission Statement or Statement of Faith or Beliefs for Churches and other Religious Organizations.

  • Organization Activities, Operations and Programs Documentation including your statement of purpose & operations, food programs, fundraisers, flyers/brochures/pamphlets...

  • Financial Support Documentation including all sources of revenue like contributions, tithes, offerings, fundraisers...

  • Fund Raising Program Descriptions

  • IRS Processing/Filing Fee

Dive into our Tax/Tax Preparation/Family Planning Services

  • Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

    Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

    Here's what you get...

    Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.

    Your tax return can be filed electronically so you will get a refund back quicker.

    Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest-free loan for up to 16 months.

    We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

    BOOKS A MESS? NO PROBLEM!

    If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

  • Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income.

    We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

    Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

    We recommend Tax Saving Strategies that help you...

    grow and preserve assets by keeping Uncle Sam out of your pockets.

    defer income so you can keep your money now and pay fewer taxes later.

    reduce taxes on your income so you keep more of what you make.

    reduce taxes on your estate so your family keeps more of what you've made.

    reduce taxes on your gifts so you can give more.

    reduce taxes on your investments so you can grow your wealth faster.

    reduce taxes on your retirement distributions so you can retire in style.

    Here are just a few of the Tax Saving Strategies we use...

    -Splitting income among several family members or legal entities in order to get more of the income taxed in the lower bracket.

    -Shifting income or expenses from one year to another in order to have them fall where they will be taxed at a lower rate.

    -Deferring tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans.

    -Using certain investments to produce income that is tax-exempt from either federal or state or both taxing entities.

    -Find tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

    Remember, we work for you, not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

  • Are you having problems with the IRS?

    We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discrete. The IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day.

    If you owe the IRS, you have a very serious problem. It may take the IRS several years to catch up to you, but they're relentless and have no mercy in collecting all the money that is owed. When the collection process starts, they'll make your life miserable and literally ruin all aspects of your life.

    IRS PROBLEMS

    Have you received an IRS audit notification?

    Haven't filed your tax returns for years?

    Do you owe Back Taxes?

    Do you have Payroll Tax Problems?

    Has the IRS placed tax liens on your home?

    Is the IRS threatening to seize your bank account and take your money out of the bank.

    Is the IRS threatening to take your paycheck, 401(k), and other retirement accounts? See Wage Garnishments.

    Is the IRS threatening to seize your personal property?

    IRS SOLUTIONS

    Owe the IRS a lot of money? - Settle for pennies on the dollar!

    Need more time to pay?

    Like to get out from under your tax burden completely?

    Like to get out of a tax debt caused by misdeeds committed by your spouse?

    Like to see what the IRS has on you?

  • Create Financial Freedom!

    Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

    We help you...

    Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

    Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

    Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

    Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

    Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

  • Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

    Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs? Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

    You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache, and money.

    AND WE CAN HELP.

    Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, changes in circumstances, and alternatives. At every step, we'll be there with you.

    WE HELP YOU...

    -Clearly define your estate planning goals.

    -Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.

    -Evaluate and recommend estate planning options.

    -Prepare, organize and review your estate planning documents including current wills, trusts, health care, and power of attorney.

    -Decrease the problems and expenses associated with probate.

    -Lessen taxes at the time of death.

    -Arrange for management of your estate in the event you are incapacitated.

    -Draft a working plan for conserving and effectively managing your estate after death.

    -Transfer the assets of your estate to heirs the way you want.

    -Organize fair and adequate liquidation of estate to cover taxes and other expenses.

    -Amend your plan as needed.

    YOU ALSO GET HELP WITH...

    -Living Wills and Trusts.

    -Lifetime Family Wealth Transfers.

    -Family partnerships and other business relationships.

    -Leaving money to charities.

    -Preparation for estate and trust tax problems.

    -The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

Payroll Services

When it comes to paying employees, state and federal taxes; the laws are constantly changing. The IRS have made the payroll function a time consuming nightmare for the small business owner to stay in full compliance. Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing clients. We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best (running your company).

We can process your basic payroll

If you have a basic payroll that you want to outsource, we can help! You turn the hours/salary into our office and we will do the rest. We offer Direct Deposit for you and your employees at reasonable rates and we schedule all the taxes to be paid on time and provide detailed reports with every payroll!

We can provide support for Payroll processed in QuickBooks

If you are currently processing your payroll using the QuickBooks program or would like to start that process, we can help you! We will help you purchase the payroll module and level of service that is right for you. We can get the module set up correctly so you can pay your taxes timely. We provide daily, monthly, and quarterly help throughout your transition.

You can enter your employee's hours and earnings securely online and get...

  • Direct Deposits

  • Worry-Free IRS and State tax reporting as well as EFTPS tax deposits.

  • User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3, and 1099 forms.

  • Detailed reports on your employee's vacation, sick days, and personal days accruals.

  • Creation and filing of the required new hire reports

  • Your payroll records are maintained in tip-top shape.

We provide monthly-end and quarter-end payroll report services

There seems to be an endless amount of special reports Government agencies require. We can prepare the following reports for you:

  • Worker's Compensation Audits

  • Unemployment Claims

  • Social Security Audits

  • Child Support Audits

  • W-2 and W-3 processing

  • 1099 and 1096 processing

  • Preparation/assistance with Federal and State registration forms

We provide monthly-end and quarter-end sales tax services

We can file your monthly or quarterly sales tax and prepare your quarterly sales tax forms for Indiana (or other states).  We are here to answer your tax questions and provide you with solutions.

Why Outsource Your Payroll...

  • It's Cost Effective
    Use your staff more efficiently by letting us handle payroll and the associated legal details. Reduce overhead by removing the need to hire specialized employees.

  • It's a Time Saver
    Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.

  • Worry Free Payroll Tax Filing
    Eliminate the risks of calculating and filing your own payroll taxes by having professionals do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex. How much time do you want to spend learning all the rules and keeping your information up to date?

  • Allows You To Focus On Core Competencies
    Our professional staff allow you to focus on the core competencies of your business. We are accounting professionals--you get the experts working for you and with you.

  • Comprehensive Reports
    You get a wide variety of user-friendly and accurate payroll reports. For a nominal fee, we will include union reports, certified payroll, workers' compensation reports and much more.

We Provide The Best Possible Solutions to Give Your Business a Competitive Edge

  • Tasked with managing and tracking incomings and outgoings, the duties of these professionals may extend to assisting companies with internal operational accounting chores such as payroll, taxes, and management of assets.

  • Bookkeeping is the foundation of accountancy, whereas accounting is a subset of economics. The most fundamental goal of bookkeeping is to keep a detailed account of all a company's fund transfers. This data is used by businesses to make big investment judgments.

  • Reduce Your Tax Liability By Developing Cost-Effective Corporate Tax Planning Strategies.

  • Suggested Basic Policies and Procedures Specific policies and procedures may vary depending on the type of organization. At a minimum, you need policies for events, such as holidays or family emergencies, policies for behavior, such as attendance, absences, and harassment, and a policy governing technology, such as a BYOD policy.

  • -Payroll processing

    -Filing and paying payroll taxes

    -Preparing year-end tax forms

    -Managing paid time-off

    -Computing wage and overtime payments

    -Reporting and calculating payroll deductions

    -Processing requests for payment advances

    -New hire reporting

    -Creating and distributing payroll reports

  • When it comes to QuickBooks Online, we are able to help you set up, perform your ongoing maintenance, and help you utilize the software to its fullest potential.

    Setup- We will set up the information to meet your business's needs from a proper chart of accounts, reports, bank integrations, taxes, management, etc.

    Maintenance- We can review, clean up any stray entries, customize reports, balance your general ledger, etc.

    Training- We focus on the core issues you will run across while running your business and make sure you comply with your industry's requirements. We also will make sure you can efficiently use the software and understand the information that will impact your business.

  • We help you decide the best entity for your business. In addition, we can help you with the formation and registration of the business, including the following services: State registration; EIN application; Sales tax application; Payroll tax registration (state and federal) Check-the-box elections/S Corp elections; QuickBooks set up.

  • Ever watch someone make three right turns instead of a left? Well, you could be doing your taxes the same long (and grueling) way. Take a look at our tax services to see if you can file comfortably by yourself or if it’s best to work with a pro.

  • The main features of our IRS representation service includes:

    Understanding well to all parameters of your IRS letter or IRS audit notice.

    Response to an IRS notice regarding your individual tax filing as well as business tax filing in USA.Item description

SERVICES