Table of Contents - Services Offered

Tax Services 

Tax Preparation – individuals, corporations, partnerships, LLC,  Gift and not-for-profit organizations

Tax preparation small business, partnership, sole proprierotor Hr Block liberty tax. CPA Desoto Texas

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.


Estate & Trust  Tax Preparation

CPA Desoto Texas prepare taxes CPA Desoto TX

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

 

IRS Representation

CPA Desoto Texas we do audits and IRS representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

 

Sales Tax Services

CPA in Desoto TX HR Block

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

 

Tax Planning 

     

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

 

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Audit Services

 

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company’s systems and records providing the highest level of assurance. We have extensive experience with both federal and state single audit requirements.

As your CPA in Desoto TX or CPA in Southlake TX we view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit

    – an intensive examination with the highest level of assurance

  •  Review

  • – some analytical procedures conducted with limited assurance
  •  
  • Compilation

    – based upon client information provided and used primarily for internal use

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Agreed-upon procedure

Professional service whereby a CPA is engaged to issue a report of findings based on specific procedures performed on identified subject matter.

Accounting

Prepared Financial Statements

Offer prepared financial statements on behalf of the company. Basically, the accountant takes the financial information from the company and prepares the financial schedules for management. The financial statements do not state that they were performed by an external accountant.
 

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

QuickBooks Training

Install/Setup your QuickBooks software. Setup and clean your chart of accounts and item lists. Help you get QuickBooks Payroll setup correctly. Customize your forms and QuickBooks settings. Evaluate your current Bookkeeping workflow and QuickBooks usage. Train you and/or your team in the proper use of QuickBooks. Reconcile your bank accounts and show you how to upkeep your bank balances. Teach you how to create custom reports and understand your financial statements. Whatever you need them to do in relationship to QuickBooks, Bookkeeping, Payroll, or Taxes.

Financial Consulting Services

 

Bank Financing

Need money to grow your business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you. my proposals have a high likelihood of success because they’re created from the lender’s perspective.

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

 

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

 

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

 

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.