What We Do
Accounting Services
Bookkeeping
Keep your financial aspects intact and organized. From managing incoming financial streams to payment of outstanding loans and more.
Benefits:
- Delegate basic accounting duties to a professional.
- Facilitate a more efficient and effective tax season.
- Know your “numbers” each month. Effectively manage your business and give yourself exponential opportunities to grow.
BRONZE (ideal for sole proprietors, partnerships) – Starts at $299/month
- Prepares a periodic income statement – based on PayPal revenues and expense, official receipts from local stores, utility bills, etc.
- Consolidates periodic statements to prepare annual income statement for tax purposes
- Prepares and e-files monthly Guam Gross Receipts Tax (GRT) forms, due on the 20th of the month following the month period subject to GRT (based on income statement prepared)
SILVER (ideal for sole proprietors, partnerships, corporations) – Starts at $799/month
- Prepares periodic bank reconciliation statements (requires business bank account)
- Records transactions into the disbursements journal (Accounts Payable management)
- Records transactions into the receipts journal (Accounts Receivable management)
- Maintains Vendors and Clients Master list (including 1099 filing)
GOLD (ideal for partnerships, corporations) – Starts at $1,299/month
Accounting software management:
- Reviews accuracy and completeness of transactions recorded
- Signs-off on monthly set of financial statements
- Monitors the general ledger (Depreciation and other recurring transactions)
Prepares complete set of financial statements:
- Balance sheets
- Income statements
- Statement of cash flows
- Statement of Equity
PLATINUM (ideal for entities with more than 1 employee and deals with bank financing and investors)
- Audit support
- Tax services – Consulting, Planning
Tax Services
Individual
Every taxpayer has a unique situation and applicable tax laws can be tricky at times, but rest assured, we can help you with a timely and IRS-compliant filing of returns.
Here’s some tax information if you are:
Internal Revenue Services (2020). Retrieved from: https://www.irs.gov/individuals
What If My Taxes Are Simple and I Only Have W-2 Form(s)?
You may opt to avoid the consultation and proceed directly to get your tax return prepared if you only have W-2 form/s* for the tax year. Get the same superb tax return experience using our QuickTax service minus the time spent in consultation. Skip the line and take advantage of our all-electronic process and have your tax returns prepared for as low as $75 for manual filers. Fast and ready tax returns within the next business day* after complete documents are submitted. Terms and conditions apply here.
Business
For Sole Proprietorship, Partnership, and Limited Liability Company.
Tax Planning
For your personal and business goals.
Personal finance services
Retirement Planning
debt Management
Credit Score Improvement
College/Kids Fund Savings
Investment and Estate Planning
Personal Budgeting
Get expert advice
Book an Appointment
Multi-state filing? Have a business? Have a difficult tax situation? Not sure what forms you need? We can help.
