We are a full-service tax prep and accounting firm specializing in QuickBooks setup, cleanup, catchup, maintenance, support, and training. Does any of this sound familiar? Your total sales figure is too high. Paid invoices are still showing as unpaid. :: Your Accounts Receivable account has a negative balance. :: You wonder, what is Undeposited Funds? :: You're running payroll, but not sure you're I doing it right. You're feeling uneasy about your federal, state, local, and unemployment tax compliance. :: You're not sure about the IRS difference between a contractor and an employee. :: You don't know how to record business purchases for the business out of your personal checking or credit account(s), personal expenses paid with business funds, and business loan payments.
In addition to individual and business tax prep, I provide offsite/remote accounting services as a 1099 contractor. Since 2007, I’ve worked successfully with clients across the continental U.S. Work is exchanged in person (local clients) or via FedEx, document scanning, and/or file upload to secure cloud storage. Meetings are held in person (local clients) or via voice and/or video calls. My clients include small businesses and nonprofits generating annual revenues under $5 million. Services include all routine accounting and tax prep functions, including payroll and quarterly payroll tax returns for federal, state, local, and unemployment tax.
- Intuit-Certified QuickBooks Online Advanced ProAdvisor
- Intuit-Certified QuickBooks Desktop ProAdvisor
- More than 10 years of experience
- Founded 2007 in Florida, relocated to Madison in 2015