Exclusive Preparation Service
BOOKKEEPING
Comprehensive financial statements. Balance sheets, income statements, general ledger, trial balance, earnings records, cash receipts/sales
journals, cash disbursement journals, and adjusting journal entries.
TAX PREPARATION (additional charge)
1. Corporation tax return
2. Partnership tax return
3. Limited liability company tax return
4. Individual income tax return
5. Non-profit corporate tax return
AUDIT REPRESENTATION
Additional Service: Representation before Taxing Authorities at the agent level. Additional fee to be charged if audit is a result of clients
delinquency or relating to an incident occurring prior to the date of this agreement.
RETURN OF ALL CLIENTS BOOKS AND RECORDS
All client records are returned each month after processing; bank reconcilements; sales tax returns, monthly, quarterly, and annual payroll
tax returns, work papers, and year-end tax returns. Client's original records are returned along with file copies of all tax returns. Tax Advice
does not retain any originals of the client's books, records, or tax returns.
FREE COURIER SERVICE
Tax Advice employs a courier who works exclusively for tax advice. The problem of sending/receiving accounting information to your client has
been solved without the risk of the U.S. Mails, at no additional cost to the client.