Financial Services

Financial Statements

Compilation from your manual records or review and adjustments to your computer-generated transactions.  Additional customized analysis/management reports. Assistance to you in the interpretation and use of your financial statements.

Small Business Services

Consultation in starting or acquiring a new business including choice of entity type. Assistance to you or your staff in setting up record keeping on a manual or computer system. Instructions in calculating paychecks and making payroll tax deposits.

QuickBooks Professional Advisors

Training for you or your staff in the use of QuickBooks for recording daily transactions. Analysis of existing QuickBooks company files for increased efficiency and accuracy. Follow-up and ongoing support to address specific needs of QuickBooks users.

Payroll Reporting

Employer´s Quarterly Federal Tax Return (Form 941). Texas Workforce Commission Employer´s Quarter Report (Form TWC C-3). Employer´s Annual Federal Unemployment (FUTA) Tax Return (Form 940). Employee Wage and Tax Statements (Forms W-2) and associated Transmittal (Form W-3). Forms 1099-MISC and 1096 as needed for your non-employee compensation payments

Tax Questions?

If you have tax questions, or interested in one of our services, please submit your questions on this form. Thank you.

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