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https://www.jdoqocy.com/click-101369089-13276192
This is a virtual firm which provides business advisory and tax services to small businesses as well as to truly small businesses (TSBs).
Tax Services
Preparation of Tax Returns for Individuals, Corporations, Partnerships, Fiduciary Trusts and Nonprofits
Year-End Tax Planning
IRS and Other Agency Representation
Accounting & Auditing
Audits, Reviews and Compilations of Financial Statements
Bookkeeping
Agreed-Upon Procedure Engagements
Business Advisory Services
Budgeting and Financial Planning
Business Process Improvement
Restructuring of Loans and Financial Agreements
Succession Planning
International Services
Individual Tax Services for Non-Residents Working in the US
CEO Now LLC Services (docx)
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Tax services for new businesses as well as existing businesses (business's financial statements are also prepared)
(Individual Returns are also prepared.)
Federal 1040 U.S. Tax Return $65
Schedule A Itemized Deductions $30
Schedule B Interest and Ordinary Dividends $40
Schedule C Business Income (Mostly LLCs and Sole Proprietorships) $60
Schedule D Capital Gains and Losses $40
Schedule E Supplemental Income and Loss $50
Schedule K1 Partnership Income $50
Schedule 1 Additional Income and Adjustments to Income $15
1099R Retirement Income $15
1099Misc Miscellaneous Income $15
Social Security Form Social Security Income $15
W2 Earned Income $15
Other Forms Other Federal Forms and Schedules (Depending on complexity) --
PA State Tax Return $40
OH Tax Returns $40
States other than PA or OH $85
Local Tax Return Local tax returns (Usually for self-employed individuals) $65
Other Forms Other State and Local Forms and Schedules (Depending on complexity) --
Discounts New Client Discount 25%
Discounts 5 Year Client Discount 40%
Advisory Services
We can advertise your business’s services on our website to promote your business and direct new clients or customers straight to you.
We hold quarterly group meetings for the businesses we serve. These quarterly group meetings are designed to provide opportunities for businesses to network with each other and to discuss relevant, current topics which effect commerce.
We hold private monthly meetings (via Zoom or in person) with our clients to review and track the business’s performance compared to the goals set for the business.
Based on the private monthly meetings, as well as metrics derived from utilization of the business’s financial statements, we provide the client each month with written advice for staying or getting on track with goals which the business has set for itself.
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