Bank & Credit Card Reconciliation
This is a great way to provide the best practice of separation of duties. If you have a small office where one or two people do everything, let us be another set of eyes on what clears the bank. Or maybe you have a busy office and this is the task that gets pushed to the back. Let us help keep reconciliations up to date.
If your banking transactions are downloaded into your file, reconciling is still important! Some of the most common issues that are discovered during a reconcile include duplicate transactions, old uncleared items and incorrectly recorded returned deposits.
Sales/Use Tax Returns
Do you collect Sales tax from customers or purchase goods for your business from out of state vendors? We can prepare these tax returns to keep you compliant with the state.
Are you collecting sales tax correctly? Let’s review your process to see if you are due any sales tax refund.
Are you filing cash basis or accrual basis? Your sales tax filing does not have to match your income tax accounting method. You may be paying sales taxes before you collect them.
Whether you file annually, quarterly, monthly or quarter-monthly, let us help you file on-time every time.
Respond to IRS, State or Local Notices & Letters
Not much is as unsettling as receiving a letter in the mail from the IRS, State Department of Revenue or Local Collector of Revenue. Some notices will require signing a power of attorney, but many can be answered with a simple letter. Let us respond on your behalf.