for businesses

WHAT WE DO / FOR BUSINESSES

We’re an extension of your accounting department.

WHAT WE DO / FOR BUSINESSES

We’re an extension of your accounting department.

Income Tax
  • Sole Proprietor, LLC, Partnership, S-Corporation, C-Corporation, and Non-Profit income tax return preparation
  • Includes federal forms 1065, 1120S, 1120, 990, 990-EZ, Schedule C, state, multiple state, and all related supplemental forms
  • IRS and state audit representation and issue resolution
  • Tax planning, advice, and strategies
  • Tax filing extensions
  • Sole Proprietor, LLC, Partnership, S-Corporation, C-Corporation, and Non-Profit income tax return preparation
  • Includes federal forms 1065, 1120S, 1120, 990, 990-EZ, Schedule C, state, multiple state, and all related supplemental forms
  • IRS and state audit representation and issue resolution
  • Tax planning, advice, and strategies
  • Tax filing extensions
Accounting/Bookkeeping
  • Complete monthly, quarterly, and annual bookkeeping data entry with financial reporting to client/management including Profit & Loss, Balance Sheet, and other supplemental statements
  • Quickbooks desktop and Quickbooks online setup and support
  • Quickbooks training for clients preferring to manage their accounting internally
  • Complete monthly, quarterly, and annual bookkeeping data entry with financial reporting to client/management including Profit & Loss, Balance Sheet, and other supplemental statements
  • Quickbooks desktop and Quickbooks online setup and support
  • Quickbooks training for clients preferring to manage their accounting internally
Employer Sponsored Retirement Plans
  • Custom retirement plan design and analysis, including owner-only and employee group plans
  • Plan types include SIMPLE IRA, SEP IRA, and Single 401(k) plans
  • Ongoing administration and guidance


*Offered through Lincoln Investment

  • Custom retirement plan design and analysis, including owner-only and employee group plans
  • Plan types include SIMPLE IRA, SEP IRA, and Single 401(k) plans
  • Ongoing administration and guidance


*Offered through Lincoln Investment

Consulting
  • General guidance with respect to areas of practice, including tax, accounting, general business advice, and more
  • Business startup assistance, including guidance in determining which business structure is most suitable, tax considerations, accounting system design
  • Business succession/transition assistance, including plan design
  • Coordination of advice with your attorney and other advisors
  • General guidance with respect to areas of practice, including tax, accounting, general business advice, and more
  • Business startup assistance, including guidance in determining which business structure is most suitable, tax considerations, accounting system design
  • Business succession/transition assistance, including plan design
  • Coordination of advice with your attorney and other advisors

Virtual CFO Services

Complete consolidation and analysis of client’s accounting, with oversight and guidance provided to assist in making ongoing business decisions relating to finance

Virtual CFO Services

Complete consolidation and analysis of client’s accounting, with oversight and guidance provided to assist in making ongoing business decisions relating to finance

We ♥ Challenges.

We love helping businesses with their financial needs, big or small. Just fill out the form below or give us a call!

Contact Us

Call us at (315) 432-9865
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