Business Services

  • Accounting Services

Many of our smaller business clients, who cannot cost-justify an internal accountant, utilize our support staff for the preparation of monthly or quarterly compilation statements. We also prepare payroll and payroll tax deposits and reports for those clients.

The preparation of interim compilation statements allows us to meet with the owners to review their operating revenues and expenses in search of improvement to "the bottom line."

This interim consultation and review of performance also allows us to consult with our clients as to their estimated tax obligations along with their opportunity to fund pension and profit sharing plans.

  • Payroll Preparation

Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

  • Payroll Taxes, W-2s and 1099s

Let us make your life easier by taking the pain out of Payroll Tax filings, and W-2 and 1099 preparation

  • Bank Reconciliation

We are problem solvers for your business checkbook reconciliation.

  • Debt Refinancing

Let us help take the confusion and complication out of Debt Refinancing.

  • Financial Reporting

We provide you with accurate financial statements which can assist with your budget planning.

  • Management Decisions

We are here to assist you in management decisions so more money is kept in your pockets.

  • Accounting Software Troubleshooting

Our staff is trained to help you troubleshoot problems and concerns you have regarding your QuickBooks® and CBS® accounting software. If we don't know the answer, we will find the answer for you in a timely manner.

  • Starting Up A New Business

Let us take the hassle out of starting up a new business! We will provide you with knowledgeable advice to help you successfully start your business.

  • Tax Planning and Preparation

Let us take the frustration out of the tax season by preparing your taxes for you and providing you with knowledgeable advice before the end of the tax year.

  • IRS, State, and Local Tax Agencies

Let us talk with the IRS, State, and Local Agencies so you don't have to worry and can focus on the regular operations of your business.

  • Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Preferred CPA's can advise you on choosing an entity type, and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Individual Services

Tax Planning
We will assist you in minimizing your tax obligation with ongoing tax planning. Working with you on an ongoing basis allows us to maintain the most up to date forecast of your tax scenario while keeping you informed of the latest tax developments.

Tax Preparation
We will prepare your tax returns in accordance with federal, state and local tax codes, and will make sure you receive every tax advantage you are entitled to.

Estate and Gift Tax Planning
We can prepare a comprehensive plan that can help you and your loved ones save thousands in taxes and administrative fees.

Do you need our Help?

 

Let the professionals at Preferred CPA's ease your worries. With our staff and professional service, you will be glad that you have Preferred CPA's on your side!