A business with organized
accounting records or a business owner who is detailed
oriented that seeks assistance in becoming more
organized. A business owner who is a smart
independent self-starter that understands that the
unknown needs research. A business owner who is
willing to put the time and effort into training,
software and guidance.
Operating on your own without the
skills of a financial expert, is like building a house
without the help of an architect or a building
inspector to see if the structure is sound. Not
recognizing or understanding the meaning of your
numbers (balance sheet and income statement) will
ultimately result in mistakes and possibly audit.
While computerized business
accounting systems make it easy for data entry, most
small business owners do not have the experience to
make the correct decisions when preparing taxes.
Mistakes or poor choices impact directly the amount of
taxes that you pay or the red flags you raise with the
IRS. While most
are able to justify every business dollar
deducted, no one has time to sit with the IRS producing
receipts and fending off interrogations!
If your eyes have not glazed over
yet, we can help! With
the proper training, income taxes become as routine as
payroll taxes or filling out a building permit!
Want the best of both worlds?
Do the accounting yourself and have our Certified
QuickBooks Pro Advisors who are also CPA's and
- review your work
- help you tune-up the
- remove red flags from your return
with you to point the accounts correctly into TurboTax
- offer assistance and solutions
to business finances that are noticeable during the
With seasoned CPAs helping you,
you can be assured of reducing your professional fees
and learning what your financial reports say about your
business. Our clients look to us as a second set
of expert eyes that will provide training,
understanding, and point out those issues you should
consider when managing your own financial
What is needed to get started:
||QuickBooks Accounting Software -
you can purchase or upgrade through our site at a
discount ( if you have QuickBooks 2006 or higher,
your version is satisfactory, but you may find the more
advanced features reason to upgrade
Business - For 1120, 1120S or 1065 filers
TurboTax Premier provides
the features that will complete your Sole Proprietorship on Schedule C of
High Speed Internet Access (DSL,
Cable or T-1) - We set up an appointment that is
convenient for you (we have evening and weekend
appointments available). Our QuickBooks and TurboTax
1120, 1065 or Schedule C services are provided by
hooking up our computers via remote access technology
over a secured server at the same time we discuss the
issues with you over the telephone. We point out
problems, help make corrections, give you the training
you need to do it right. Its better than sitting in the
chair next to you, no need to gather your information
and visit with an accountant, you can see the work done
in the comfort of your own home. Training sessions can
be shorter to fit into your busy schedule and to avoid
the "information overload" syndrome.
Call us for a demonstration or an appointment to begin
800-216-0763. Evening and weekend appointments
What do we do?
We provide an accounting review of your QuickBooks
records. We help identify problems and provide
solutions and adjustments as needed.
We prepare QuickBooks to export
amounts into TurboTax. We will work with you to point
your accounting to the correct forms and schedules on the tax return.
We explain the tax issues that are
relevant to your business. We may
recommend you do things differently for 2010 to
maximize your deductions and stay out of trouble.
We help you import the data into
TurboTax and then request that you finish the
then review the final return to determine
that all relevant data has been correctly picked up on
We explain how the business
results impact your personal return (what schedule
to report) make a recommendation of preparing your own
1040 or hiring a tax preparer
What we charge
$500 for 4 hours
of support. This support is used for all of the
above services and is good through 12/31/2010.
Use any left over time to
call us during the year with your tax, accounting, and
How does this save you money?
With the understanding you gain
from the review and tax preparation process you will be
able to identify issues before they become problems.
Financial and tax problems cost you money in penalties
and professional fees.
The set-up of the interface
between QuickBooks and TurboTax is permanent.
Therefore, the hours you pay for this year will not be
required in the future, saving you significant dollars
in accounting fees.
As CPAs we know what the tax
deductions are, what's legal and illegal and as we
review your books, we offer our knowledge and inform
you of risks and let you know if you are approaching grey areas of
the law. We do not make deduction decisions on your
behalf, we simply pass along the information that will
CPAs usually charge a lot of
money to record your business transactions. We will not
be recording your transactions, you have done the
work, we simply guide you along the way and therefore
you are only
paying for expert advise rather than paying a CPA for
We point you to the resources you
will need in the future to answer questions that pop up
which will save you money. With QuickBooks and
TurboTax you have a wealth of resources at your
fingertips, we point you in the right direction and
rather than paying us to read it to you, you can read
it and ask us questions about the areas that are
Who are our happy customers?
Engineers, doctors, and computer guys/gals are the
kings and queens of do-it-yourself and have found huge
savings not to mention the increased comfort in their
knowledge using our services. Also new
business owners who have to struggle with cash flow as
their business grows have been great clients. They ask
the how to questions, get the information they need, and
then use the remainder of the time for unusual or complex
issues that crop up along the year. Also part of
our growing list of satisfied customers are accountants
/ controllers with a strong finance background but a
weaker tax background by filling in the gaps. But
if you are not one of these groups and have a strong
desire to learn to do it the right way! Please, jump on
the do-it-yourself- wagon and give us a call!
Call now for your appointment
to begin work on the 2010 tax return:
Weekends and evening appointments available.