Accounting - Phoenix, Arizona, United States
CPA ServicesStartup Organizations• Create or review general business plans• Work with attorneys to determine appropriate type of business entity• Assist with processing entity setup paperwork and filings• Design and install accounting systems• Train or produce appropriate income, payroll or sales tax reports* * * * * * * * * * * * * * * * * * * *Ongoing Operations• Perform routine bookkeeping and reconciliations• Prepare or review appropriate tax reports• Provide knowledgeable business consulting• Train new employees to account for various business transactions• Offer tax planning advice• Respond to IRS or other governmental inquiries• Create and improve budgeting activities• Compile or review business financial statements* * * * * * * * * * * * * * * * * * * *Advanced Organizations• Assist with strategic planning• Perform due diligence analyses during business acquisition or divestiture opportunities• Disseminate advanced tax planning advice• Streamline computerized accounting systems• Design retirement plans or exit strategies* * * * * * * * * * * * * * * * * * * *Tax Planning and PreparationSome of the specific services our firm provides are:• Income Tax Return Preparationo Preparing tax returns for any US stateo Efficiently compiling complicated income tax returnso Personally meeting with clientso Answering questions promptly• Estate Planningo Developing asset transfer planso Assisting with appropriate estate tax documentso Working with complex trust arrangements• Financial Managemento Disseminating advanced tax planning adviceo Calculating annual required minimum distributionso Preparing and monitoring family budgetso Designing retirement plans• Intuit's Lacerte Tax Preparation Software User since 1999We have used the Lacerte Tax Preparation Software since 1999. Chuck has presented the live Lacerte Annual Update Seminar to users and has been a Lacerte Webinar Instructor for multiple years.
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