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HELPFUL INFO
Services Offered
ACCOUNTING
Having accurate books and records is crucial for any business. You’ll be able to see how your business is performing from a profit or loss perspective which will help you make smarter business decisions. When tax time comes around, you won’t be scrambling to get your numbers together. If you need to apply for a loan or grant to grow your business, you’ll have the numbers to prove your business’ existence.
You have books but they are a mess? We’d love to clean them up. Let’s work on reconciling all bank and credit card statements to date and move forward to a recurring service so that your books are always up to date.
Scaling your business but don’t have any books? Let us bring your books up to date in QuickBooks so that you have the base numbers to perform projections and apply for loans/grants in order to grow your business.
Started a new business? Let’s get your books set up properly in QuickBooks so that you can have a clear picture of your revenue, expenses, bank and loan balances, whether you’d prefer to manage it internally or work with us on a recurring service.
After a setup or cleanup service, we offer monthly or quarterly accounting services. Not all businesses are equal and that’s why we cater packages to fit your business’ needs. Packages may include monthly account reconciliation, reporting, payroll, sales tax returns, tax returns, calculating, quarterly estimates, virtual or in-person recap meetings, and more. All packages include ongoing support via email, text or calls to ensure you can count on us as an extension of your team.
TAX PREPARATION
We handle both your individual and business taxes. This full-service package allows us to get to know you better and maximize your deductions across the board.
We offer tax preparation services for individuals which includes Schedule C for business, S Corp tax returns, 990 returns for nonprofit organizations, as well as Partnership returns.
Behind in taxes? Let’s get you caught up. Your books need to be updated before anything else - see our Accounting Services. Once your books are up to date, we can get your taxes filed. We offer e-filing for most returns so that returns are processed faster and there is less paper being exchanged.
Started a business and not sure how it will be reflected on your tax return? We will make sure you know what to expect when tax time arrives and how to plan for estimated taxes.
LEADING SOFTWARE
We offer support for QuickBooks Online, Gusto Payroll, and Drake Tax to keep your accounting records organized. We also offer a secure client portal to transfer confidential documents.
QuickBooks Online is the most popular accounting software for small businesses. The best part about it is it is cloud-based so it can be accessed from anywhere. As a QuickBooks ProAdvisor, we will make sure you are utilizing the software’s features to best suit your needs. We also offer wholesale discounts on monthly subscriptions.
Gusto is a user-friendly payroll platform where you can pay your employees or contractors with ease. If your business is growing and you need to start paying someone, we will help you determine whether they classify as an employee or contractor and get your company set up in Gusto. As a Gusto Partner, we can even help run payroll through Gusto if you’d like to take that off your plate.
Drake Tax is a leading tax software for individual and corporate returns. You will receive a digital copy of your tax return as we strive to stay as paperless as possible.
We offer a secure portal through TaxDome for you to upload and receive confidential financial information. As a client, you will setup your own personal account that you can access and organize at anytime. Most tax forms and bank statements come in digital form so we strive to remain as paperless as possible by encouraging clients to use our secure portal.
EXPERT GUIDANCE
We offer consulting services which often happen organically. While meeting with a potential client during a consultation, we are getting the opportunity to get to know you and find areas where we can offer guidance.
A simple meet and greet can uncover a wealth of information such as marital status, kids and their ages, where you live, where you work or do business, and more. All of these topics factor into your tax situation and we can help guide you with basic tax planning.
WEALTH MANAGEMENT
It is important to consider every aspect of your financial picture when developing a plan for your future and the future of your business. That’s why we established the wealth management division of Equitable Accounting Solutions, so we can take a comprehensive approach to your finances. Through this division, we work closely with financial professionals to help you address the many financial concerns you may face as a business owner or an individual.
As a business owner, we can work together for all your employee benefit needs, from retirement plans to insurance needs. This includes retention strategies for key employees. We will also assist you with any business succession concerns including buy-sell agreements and key person insurance.
As an individual, we will also work on your personal financial strategy to include a financial needs analysis and the implementation of any strategies necessary to help you pursue your financial goals. This includes investment strategies, life, long-term care and disability insurance, college funding strategies, retirement planning and more.