365 Accounting AND Taxes

Services

As a business owner you are more efficient in making business decisions when you have access to your P&L; and financial statements in real time.

365 Accounting & Taxes will make sure you have the information in the palm of your hand in Realtime. We all know that Bookkeeping is tedious work, and as a business owner it takes away from more important things in your business.

Let 365 Accounting & Taxes handle your books, so you can focus on growing your business.

Tax Preparation & Planning

We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. Preparing your own income tax return can be a task that leaves you with more questions than answers.

According to a study released by the US Government’s General Accounting Office, most taxpayers (77% or 71 million taxpayers) believe they benefited from using a professional tax preparer. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional. By having us on your team, you will have peace of mind about your overall tax situation.

Bookkeeping Services Available at 365 Accounting & Taxes Monthly Accounting SERVICES - $250/Month

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Bookkeeping Services:

• Month-end close
• Processing payroll
• Improved processes for more timely, accurate reporting
• Consistent, proven bookkeeping practices & internal controls
• Monthly & quarterly financials
• Neatly organized year-end financials
• Working with your Advisor for tax planning & return preparation
• Sales tax and payroll tax reporting (optional)
• 1099’s & 1096
• Bank reconciliations
•Credit card postings and reconciliations
• Sales tax filing and payment
• Monthly P&L; Statements and tax ready financial statements

Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners.

Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Business & Non-Profit Formation

The business entity—Non-Profit, LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications.

It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Business & Non-Profit Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity.

We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.

Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

How We Work

Dedicated Bookkeeper/Accountant

365 Accounting & Taxes Bookkeeping & Accounting client works closely with a single 365Advisor who serves as your primary contact and is responsible for executing your work on a day-to-day basis. Your 365Advisor will know your account inside and out and will always be ready to handle your questions.

Senior-Level Oversight

No matter how simple or complex your bookkeeping and accounting are, every client benefits from monthly peer review, as well as periodic oversight by a senior accountant or controller. We’re making sure everything is happening as it’s supposed to, proactively checking for errors, and thinking strategically about what more your bookkeeping and accounting could do to support your business objectives.

Professionals You Can Trust

The Communication Cadence You Choose

365 Accounting & Taxes service plans give you the option of meeting with us monthly, weekly, or more frequently. Of course, we understand that business doesn’t always fit a pre-planned schedule, so no matter what plan you choose, we’re happy to provide additional support when the unexpected happens. And whether we’re meeting all the time or less frequently, we’ll always be getting the books done for you.

24x7 Access, Transparency, and Control

Outsourcing your bookkeeping and accounting with service plans give means you’re always just a few clicks away from accurate and timely data on all your company’s finances. And, of course, you maintain complete control over your accounts and financial resources. Our internal quality control processes and routine peer review of all accounts gives you confidence that your company financials are up-to-date and reliable.