Our firm is large enough to offer a full range of professional services, yet small enough to provide the individual attention you deserve. We will thoroughly and conscientiously study your specific situation and tailor our advice to your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. 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.
Bookkeeping Software Selection & Implementation
There is no shortage of software solutions for your business. Software as a service (SaaS), cloud computing and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
If your business does not currently have a bookkeeping staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write up services to endure 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 your bookkeeping and financial systems keep pace with your business needs.
Business Entity Selection
The business entity—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.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
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.
Payroll Advisory Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll service 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.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.
Page & Associates offers the following solutions to help meet your QuickBooks needs:
We train you personally! Either one-on-one or several individuals within your organization at your company’s location.
We can assist you with QuickBooks On-Line or the installation of QuickBooks on your stand-alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks users with initial setup including: Easy Step Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks support service can assist you with any installation, set up or operation assistance you might need.
Our QuickBooks review service helps companies that have the human resources to perform daily bookkeeping and payroll tasks, but need an expert to review transactions, accounts, and reports. This review ensures that you will receive timely, relevant, and reliable information. We will also inform you of any corrections, adjustments, or reclassifications necessary to ensure the information you receive reflects the correct condition of your business. Reviews may be conducted by request at any time. If you choose monthly reviews, you will be provided with up-to-date information and feedback about your business.
1099 Reporting Service
We can assist you in creating, processing, and sending 1099s to your required vendors. Our state-of-the-art software takes away the hassle of filing these forms, because we file electronically on your behalf.
We can file the following forms: