faq’s about us “beyond numbers” staff · briana reidle, cpa [email protected] john...
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About UsFAQ’s
Enrolled Agents are licensed by the federalgovernment to represent taxpayers before the Internal Revenue Service. The strenuousrequirements to become an EA ensure that onlythe top tax professionals earn the designation.EA’s have stringent ethical and educationalrequirements to retain their designation.
What is an Enrolled Agent?
Quickbooks and other software packages are onlytools for entering information. We can help you interpret this information to help you become more profitable and to do the proper tax planningthroughout the year to minimize your taxes.
If I am using Quickbooks why do I need your services?
How else can you help me other than monthly accounting and tax preparation?
Thinking of buying a business? We can help by preparing cash flow projections, debt service analysis, and reviewing the financial records of the business.
Financial analysis - compare your business to others in your industry. Identify key indicators and financial ratios.
Recommend and implement accounting systemsIRS and State tax audit representationOffers in Compromise
StaffGary Bebber
[email protected] Bowman
[email protected] Branigan, EA
[email protected] Caran, CPA
[email protected] Hogan
[email protected] Janssen, CPA
[email protected] Reidle, CPA
[email protected] Schrote, EA
[email protected] Switzer
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“Beyond Numbers”Accounting & Tax Solutions, Inc. is not your typical accounting firm - our staff not your typical accountants. We realize that numbers without meaning are useless. We are committed to helping you succeed by providing a better understanding of the numbers related to your personal or business finances,including financial statements, trends analysis, cashflow projections, and changing tax laws that may affect you in your unique situation. We will show you how to understand your numbers to help you succeed.
www.acctaxsolutions.net
Accounting & Tax Solutions, Inc. staff ofprofessionals will provide you with the highest possible level of knowledge and service. Weare committed to being available to you anytime questions or concerns arise and prideourselves on being exceptionally differentfrom our competition. At Accounting & Tax Solutions, Inc. you can have a single sourceproviding expert talent in every area of yourfinancial picture. Most importantly, you willhave our lifelong commitment to your success.
office 303.232.8300fax 303.232.4300
toll free 1.877.590.1040
710 Kipling StreetSuite 205
Lakewood, Colorado 80215www.acctaxsolutions.net
Accounting & Tax Solutions, Inc. is not your typical accounting firm - our staff not your typical accountants. We realize that numbers without meaning are useless. We are committed to helping you succeed by providing a better understanding of the numbers related to your personal or business finances,including financial statements, trends analysis, cashflow projections, and changing tax laws that may affect you in your unique situation. We will show you how to understand your numbers to help you succeed.
“Beyond Numbers”
ServicesServices
Remote Controller
Monthly Accounting Service
Ideal for businesses with revenues between 5-15 million.
Let Accounting & Tax Solutions, Inc. become your
controller and part of your management team.
Monthly financial statement analysis and review - help
management understand the financial statements, compare
to budgeted amounts, and how to improve the bottom line.
Assist in creating and monitoring budgets and cash flow
projections.
Compare your business with others in the industry. What
is the competition doing?
Analyze your trends and financial ratios.
Continue availability of our professional staff by phone.
We encourage your calls - the clock will not be running.
Review and evaluate your business and liability insurance
prior to renewal.
Personal and business tax planning throughout the year.
Audit representation.
Balance Sheet and Income Statement - current period
and prior year to date, comparison to prior year.
Detailed general ledger
Bank reconciliation
Payroll services
Preparation of payroll tax reports
Preparation of sales tax reports
Unlimited phone consultation
Provide you with our accounting software, including training
and support
Preparation of Business tax returns
Tax planning throughout the year
Audit representation
Net Client
You’re busy running your business, often long after
“traditional” business hours. Our firm recognizes this
and understands the demands of today’s competitive
climate. That is why we’re always looking for ways
that will make it easier and faster for you to get the
service you need from us - anytime, day or night.
And that is why we offer NetClient
NetClient uses the power of the Internet to
let you access our services directly from our
website - using a secure, private portal that
is especially for you. (If you have ever checked
your banking information or personal investments
online, then you have accessed a portal.)
NetClient is like a virtual visit to our office!
It is:
Convenient - Access your information 24/7/365,
from any place you have an Internet connection
Secure - Enter your password protected portal
where only you and we can access your files
Fast - Within moments you can access files and
software, enter data, and more!
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Now you can get your financial information and
services from the convenience of your desk, your
home, your bank, or anywhere with an Internet
connection.
Most important, NetClient is available when you
want it. You don’t have to plan your schedule
around our business hours. Instead you can simply
visit our website, enter your private portal, access the
services you need, and be on your way!
Contact us for more information on this “always open”
tool to operate your business.
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Individual Tax Preparation
New Business Consultation
Professional tax preparation and advice
Mid year review included in preparation fee
Electronic filing
Consultation on how to adjust withholding to minimize
taxes at year end or have more use of your money
throughout the year
Estimated payment calculations
Pay the lowest taxes possible - LEGALLY
Suggestions on how to minimize your audit risk
Updated tax newsletter available on website
IRS representation and Offers in Compromise
Choice of entity - LLC, S-Corp, Sole-proprietorship -
which is best for you?
File for required ID numbers
Provide you with our accounting software, including
training and support
Cash flow projections
Tax planningl
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