We are an all-in-one financial accounting service dedicated to specializing in the area of the needs of the small family owned business.
We are, ourselves, a family owned accounting business. We see what your needs are on a daily basis, and we feel your pain. Let us help you. Your Stimulus Package starts here.
• Tax Preparation
• Financial Planning
• Insurance Licensed
• Investment Representative and Advisor
• Business Planning
• Budgeting
• Retirement Planning
• College Education Planning
• Personal Money Planning
• Payroll Checkwriting
• Accounting
KNOW MY CLIENT -- SUITABILITY
KNOW THE TAX CODE - KNOWLEDGE OF LAW
KNOW INVESTMENT STRATEGY CHOICES - HANDS ON THE HEART OF CURRENT EVENTS
Tax-Purposed Financial Services is our term for a level of Accounting service more appropriate for most sole-proprietors and single person LLC's. It includes entering and reviewing your income and expense transactions, bank statement reconciliation, and preparation of a month or quarterly and year-to-date management-only use proft and loss statement.
If you have ever gotten a "surprise" in March when you get your tax return done, leaving you with just a few weeks to come up with a large tax balance due, you know what a beneft it can be to stay on top of your books and taxes throughout the year.
Tax-Purposed Accounting allows us to review your scheduled estimated tax payments for necessary adjustments. We also use this information to advise you on an expected tax beneft of purchasing equipment, and whether timing of the purchase is critical to its maximum tax advantage.
This is done at a cost which is typically much less than the services of other Certifed Public Accountants, which would include more detailed reports, balance sheets, and other accounting services.
Using our tax-purposed Accounting service may also save on tax preparation fees. If we need to complete a year's worth of bookkeeping in order to get your information ready for accurate tax return fling, bookkeeping charges can be higher during the individual tax fling season.
Our clients have been very pleased with this service, the savings over other CPA fees, and the ability to have an estimate of their tax liability throughout the year.
iBizperks SERVICES
You'll benefit from our vast experience of supporting small businesses customers for over 10 years
