Tax, Accounting, and Personal Financial Services
Lindsay Albert
Enrolled Agent
SERVICES
Tax Preparation:
As a seasoned Tax Advisor Specialist for one of the country's most recognized tax software programs, the accuracy and efficiency of our clients' financial information is our #1 priority. Our client entities include:
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Individual
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Corporation
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Partnership
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Not-for-Profit Organization
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Payroll Tax
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Sales & Use Tax
Bookkeeping Packages:
Well-organized financial records ensure successful daily operations of your business. We provide the following cost-effective solutions:
Introducing the OPT ONE Plan for our clients:
Monthly
$199/mo
What We Do:
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Enter, classify, and match all transactions for all bank accounts, credit cards, and loans
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Audit and reconcile accounts on monthly basis and make any revisions as needed
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Accurate monthly financial statements provided by the 15th of the following month
Bi-Monthly
$399/mo
What We Do:
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Enter invoices (if applicable)
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Accounts Payable:
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Write checks, pay bills and vendors
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Accounts Receivable:
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Receive all payments from clients/customers
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Audit and reconcile accounts on monthly basis and make any revisions as needed
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Accurate monthly financial statements provided by the 15th of the following month
Customized
Call for pricing
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Best suited for companies that need services not outlined in the package options
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Additional Add-Ons:
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Invoicing
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Accounts Payable
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Accounts Receivable
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Job Costing
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Payroll Processing
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Certified Payroll
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Sales Tax Filing
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Additional bookkeeping
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