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I serve as the Accounting Manager at a medium-sized tax firm, catering to a diverse clientele of over 400 corporate and personal tax clients. My role encompasses a wide range of services, including the preparation of personal tax returns, corporate tax returns (such as 1120S, 1120, 1065, and 990), as well as providing comprehensive assistance in new business setup consultations and payroll management.
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What kind of accounting services do you provide?
Tax Preparation and Compliance,
Financial Statement Preparation,
New Business Setup Consultation,
Payroll Services,
Bookkeeping and Recordkeeping,
Tax Planning and Strategy,
Consulting Services
Why is it so important for businesses to hire a great accountant?
Financial Expertise
Business Growth and Expansion
Accurate Financial Reporting
Compliance and Regulations
What do you love most about your job?
Helping you with my extensive background in the subject.
What inspired you to start your own business?
I come from a lineage of accountants spanning several generations in my family tree. Embracing independence enables me to dedicate my focus more effectively to each unique case, ensuring that I can provide the best possible approach for my clients.
Certified Acceptance Agent
An Acceptance Agent is a person or entity registered with the IRS who helps people get an ITIN (Individual Taxpayer Identification Number).
Corporate Taxes
Forms 1120 Forms 1120-S Forms 1065
Prepare and E-file your corporate tax returns with the IRS.
Will be fully reviewing financial statements prior to preparing the tax returns if completed by someone else other than myself.
Accounting/Bookkeeping
Record and classify transactions, reconcile bank accounts, journal payroll information using 941/940 W3; RT-6 etc, set-up charts of accounts, review financial statements for discrepancy, record assets and liabilities, review distributions or dividends, Inventory, and more.
Personal Tax Returns
After personal tax documents request, If you have schedule C; I will provide you with a fillable report for you to add your 1099-NEC Income and expenses or if you have a pass-thru corporation (form K1) will be needed before finalizing your tax returns. I will do a zoom after completion to go over your tax returns and answer all questions you have on the spot.