Tax Advice
1200 N.W. 17th Avenue Suite 8
Delray Beach, FL 33445

Delray Beach/Boca Raton 561-272-1600
Ft. Lauderdale 954-462-0005
West Palm Beach 561-835-9735
Fax 561-272-1601
Email bob@taxadvicehelp.com

 

BOOKKEEPING

1. Comprehensive financial statements. Balance sheets, income statements, general ledger, trial balance, earnings records, cash receipts/sales journals, cash disbursement journals, and adjusting journal entries.

FORM FILING TO ALL TAX AUTHORITIES

1. preparation of monthly federal tax deposit coupon
2. Sales tax - Monthly or Quarterly prepared
3. Quarterly Payroll Taxes prepared - Form 941 and State
4. Annual federal unemployment tax - Form 940
5. Annual Form W-2 wage and tax statement and Form W-3 transmittal of wage and tax statements
6. Annual Form 1099 miscellaneous nonemployee compensation and Form 1096 annual summary and transmittal of U.S. information returns.
7. Personal tangible property tax prepared (if applicable)

UNLIMITED CONSULTATION

1. Unlimited discussion of the client's Accounting and Tax questions at our office or by phone

TAX PLANNING

1. Advise the subscriber of the new tax laws which affect his business
2. Review prior years' tax returns

TAX PREPERATION (additional charge)

1. Corporation tax return
2. Partnership tax return
3. Limited liability company tax return
4. Individual income tax return
5. Non-profit corporate tax return

AUDIT REPRESENTATION

1. Additional Service: Representation before Taxing Authorities at the agent level. Additional fee to be charged if audit is a result of clients delinquency or relating to an incident occurring prior to the date of this agreement.

RETURN OF ALL CLIENTS BOOKS AND RECORDS

1. All client records are returned each month after processing; bank reconcilements; sales tax returns, monthly, quarterly, and annual payroll tax returns, work papers, and year-end tax returns. Client's original records are returned along with file copies of all tax returns. Tax Advice does not retain any originals of the client's books, records, or tax returns.

FREE COURIER SERVICE

1. Tax Advice employs a courier who works exclusively for tax advice. The problem of sending/receiving accounting information to your client has been solved without the risk of the U.S. Mails, at no additional cost to the client.