LIST OF ACCOUNTING SERVICES AVAILABLE AS NEEDED - $35/HR
ACCOUNTANT
– B.A. DEGREE / 15 YRS EXPERIENCE
Small Business: Start-Up; Sole Proprietor; Incorporated
SET-UP
Chart of Accounts Specific to Your Industry
Bank / Investment Accounts
Asset / Liability Accounts
Tax Accounts Including Sales Tax
Payroll Accounts and 1099 Vendors
MONTHLY
Enter Transactions
Reconcile Bank and Credit Card Statements
Update All Accounts
Income / Expense Report
Payroll / Tax Deposits
QUARTERLY
Investment Report
Income
/ Expense Report
Payroll Returns to EDD / IRS
Sales Tax Returns
CLEAN-UP AND ANNUAL REPORTING
Reclassify and Reconcile All Accounts
Income / Expense Report
Asset / Liability
Report
Detailed General Ledger
1099’s Mailed / 1096 Filed with IRS
*Corporation
Pre-Tax Financial Statements for CPA/Tax Specialist
CA STATE & FEDERAL1040 INDIVIDUAL INCOME TAX PREPARATION CTEC
LICENSE #A159447 BOND #LSM0046556
Certified Tax Professional
Pricing Includes CA State:
$50 1040EZ
$100 1040A Flat Fee
$150up
1040 Depending on amount of time spent on preparation
*Using Professional
Grade Tax Software
LAGUNA BEACH RESIDENT- 35 YEARS
CATHLEEN
(949) 376-8903
