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Services

Besides annual tax preparation and IRS representation services for individuals, I also offer year-round tax, accounting, and payroll services for businesses.
 
For businesses, I offer three professional service packages to choose from. Each package is customized just for you to meet your needs and goals. Regardless of what level of professional service you choose, you’ll be able to lock in a price before work even begins.
 
While I work with business in all industries, I specialize in and most enjoy working with restaurants and bars.

1.  Value

The Value package is a no-frills package ideal for:

        • Individuals with small home-based businesses
        • Start-ups
        • People who own a few rental properties
        • Small businesses that aren’t big enough to need the additional services included in the Deluxe or Premier packages but who still value professional, expert advice

2.  Deluxe

The Deluxe package is my most popular business package and might be a good fit for you if:

        • You want year-round help with bookkeeping, payroll and/or QuickBooks
        • You are tired of calculating payroll taxes and trying to remember all of the federal and state filing deadlines
        • You have a retail business and you need help figuring out your sales and use tax reporting
        • You are tired of nasty surprises every April and you need annual tax planning and/or quarterly estimated taxes
        • You own several rental properties and want to learn the ins-and-outs of landlord accounting and the various tax saving strategies that are available

3.  Premier

The Premier package is my “VIP” package and would be a good fit for you if:

        • You are SERIOUS about growing your business and creating more time, money, and freedom
        • You own a restaurant or bar and:
          • You aren’t claiming the FICA tip credit (which is typically 1% of your gross sales each year!)
          • You want your P&L to be set up in accordance with National Restaurant Association standards
          • You want monthly financials in a timely manner and Prime Cost, Food Cost, Liquor Cost and other key ratios calculated for you
          • You need help calculating your weekly and monthly break-even and prime cost
        • You need year-round proactive tax planning
        • You need the expertise of an experienced CPA/CFO in your business but can’t afford to hire a full-time CPA and don’t want a business partner

Due to the intense time and effort that I dedicate to my Premier clients, I only accept a very limited number of these engagements.


Every year-round business service package features:

    • Error-free, no hassle preparation of your Federal, State, and Local return(s)
    • Avoid IRS scrutiny: All returns go through a comprehensive audit “red flag” check before filing
    • Fixed monthly prices
    • Accuracy Guarantee
    • No questions asked, 100% money back Service Guarantee
    • Unlimited, year-round access regarding any topic
    • Guaranteed response to your e-mails and phone calls by the next business day
    • Guaranteed turnaround on your tax returns within one week of receiving all necessary/requested information

Popular Upgrades:

    • Customized Tax Planning

      • Annual, Semi-Annual, or Quarterly tax planning
      • Multiple scenario tax planning reports, based on any factors you choose
      • Preparation of Federal and State estimated tax payment vouchers
      • For wage earners: W-4 analysis to adjust your payroll withholding and plan for a refund
    • “Peace of Mind” Audit Protection Service

      • Fed & State – Current Year
      • Fed & State – ALL PRIOR YEARS
    • Comprehensive QuickBooks Services

      • New company file setup
      • QuickBooks payroll setup
      • Company file cleanup (one time)
      • QuickBooks “Health Checks” (For non-bookkeeping clients)
        • Semi-Annual (2)
        • Quarterly (4)
        • Monthly (12)
      • Tech Help (Setup, install, employee training, diagnosis, remote support)
        • Block of 5 hours (per year)
        • Block of 10 hours (per year)
        • Block of 20 hours (per year)
    • “Done For You” Total Accounting Solutions

      • Bookkeeping
        • Maintain a complete set of accounting records for your company
      • Bill Pay Service
        • Maintain your accounts payable
        • Print checks for you to sign & mail
      • Full-service payroll
        • Includes all Federal, State and Local filings
        • Multi-state payroll
        • City of St. Louis payroll reports
        • Preparation and electronic filing of all W-2s
        • Convenient direct deposit service
        • Delivery of paper checks directly to you – no more picking up payroll!
      • 1099 Preparation
      • Preparation of Sales & Use Tax Returns
    • Start-Up Business Services

      • Entity selection and tax analysis
      • Obtain an EIN from the IRS
      • EFTPS and State electronic payment setup
      • Creation of a custom Chart of Accounts
      • New Business consulting
        • Business plan evaluation and creation
        • Management & operations consulting
        • Evaluation of new, potential, or existing accounting staff
        • How to set and evaluate business budgets and goals
        • Setting up and implementing systems to increase your efficiency and profits
        • Getting (and staying!) organized