Tax Accounting/Bookeeping Payroll Financial Planning Business Consulting and Other Services

Tax	Federal & State Tax Returns Individuals Partnerships/LLC's Corporations Trusts/Estates Tax-Exempt Organizations Retirement Plans Tax Planning Offers in Compromise Tax Audit Representation Sales Tax Returns Business Property Tax Homeowner Assistance Claims
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Accounting & Bookkeeping	Accounts Payable Accounts Receivable Electronic Posting & Reconciliations Adjustments/Corrections & Compilations Monthly Quarterly Semi-annually Annually By Prior Arrangement 1099-Misc DE-542 Write Checks For Client Signature PAS has Signature Authority Misc. Reports & Returns
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Payroll	New Hire Forms & Reports W-4 I-9 DE-34 Periodic Payroll Processing Weekly Bi-weekly Semi-Monthly Monthly Other By Prior Arrangement Write Checks For Client Signature PAS has Signature Authority Payroll Tax Coupon Preparation Quarterly & Annual Payroll Reports Workers Comp Reports Misc. Reports & Returns Benefit Plan Administration Retirement Plan Health Plan Other Benefit Plan
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Financial Planning	Goal Setting Cash Flow Statements/Budgets Net Asset Statements Financial Projections Develop Planning Recommendations Retirement Planning Risk Management/Insurance Debt Management Investment Planning Estate Planning Emergency Planning College Planning Other Goals Financial Plan Implementation, Monitoring & Revision
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Business Consulting & Other Services	Business Start-Up Services Incorporation LLC Partnership Chart of Accounts Financial Projections Analyze and Recommend Accounting Procedures Analyze and Recommend Office/Management Procedures QuickBooks Setup & Training Business Valuations Special Consulting/Accounting Projects
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