Annual Maintenance Services
The on-going tax and accounting needs once the strategy is implemented.
What do we mean by maintenance?
- Monitor Tax Plan and Goals
- Tax Projections
- Accurate and Up-to-Date Accounting Data
- Business and Individual Income Tax preparation
- All Business Entities (Corporations, Partnerships and Sole Proprietors)
- Complex Individual Returns
- Trusts & Estates
- Payroll Processing and Reporting
- Sales Tax Reporting
- QuickBooks Training and Implementation
- Client Communication - Emails, Phone Calls, Meetings