Kathleen Ottman recommends QuickBooks to help you stay focused on your financial goals. Personal and business expenditures are easy to track as well as planning for future tax liabilities.
QuickBooks is much more than just an accounting software package, it is a comprehensive financial management tool for reducing your paper work and simplifying your daily tasks. Whether you choose to utilize QuickBooks for your personal finances or more complex business needs, Kathleen can assist you in setting up a productive and easy to maintain work flow.
From initial assessment to final implementation, let a qualified expert show you how to capitalize on your current and future financial situation.
Individual Tax Services
- Preparation of Federal and State income tax returns
- Special attention given to those who have not filed for 2 or more years
- Tax and Financial Planning
- Assistance in handling problems or audits with the IRS or other taxing authorities
Business Tax Services
- Preparation of Corporate or Partnership income tax returns
- Preparation of Sales tax and Payroll tax returns
- Preparation of Business Property returns
- Assistance in handling problems or audits with the IRS or other taxing authorities
QuickBooks Pro-Advisor
- Company setup & payroll services
- Comprehensive Training - onsite or remote
- Phone support
Company Set-up
- Installment of QuickBooks software
- Set up company file and chart of accounts
- Customize to fit your needs
- Customize reports for proprietary data
- Customize forms (invoices, estimates, etc.)
Payroll Services
- Setup of employee files
- Tracking of liabilities for quarterly reports
- Complete payroll processing
Accounting Services
- Preparation of yearly, quarterly and monthly financial statements
- New business setup
- Preparation of quarterly payroll tax returns, W-2 forma and 1099 forms
- Tax planning and advice for business and individuals
- Bank reconciliations
- Financial statement preparation