We offer a range of services which vary in complexity, depending upon the specific needs of the client. Some of the services we provide are listed below.
For Individuals:
We provide personalized services to meet your needs!
- Tax compliance and planning to help you evaluate the past and plan for the future.
- Tax return preparation.
- Personal income tax planning.
- Estate and gift tax planning.
For Businesses:
We provide a variety of services to help you so you can concentrate on running your business. You choose the services you want us to focus on!
- Income structure: By reviewing and summarizing your paid invoices, sales journals, and other documents you provide, we will be able to provide you with a solid record of your income and deposits.
- Outflow: By reviewing and summarizing your checkbook/check register, we will put structure to your various expenses and purchases and make sure they are categorized so you know how your money is being spent. To manage your outflow, we are available to issue checks to your vendors helping you to easily manage your Accounts Payable.
- To keep it all balanced, we reconcile the bank account(s) monthly (or on your preferred schedule). Reconciliation also includes balancing credit card statements and bank loans, too.
- QuickBooks set-up: Through the use of QuickBooks, a popular accounting package for small businesses, we can help you easily organize the input process steps of your financial data with this functional and easy-to-use software.
- Payroll processing: You have the choice of having us generate employee paychecks for you or you can let us create the payroll checks and you then write the checks yourself. Either way, deductions are in place, taxes are accrued, and payroll forms are prepared. For convenience, we can set up direct deposit for your employee payroll, a convenience for you and your employees.
- Quarterly state and federal tax reports we prepare:
- North Dakota (306) tax liability report.
- Federal (941) tax liability report.
- Job Service North Dakota (unemployment tax liability) report.
- Workforce Safety & Insurance (workers’ compensation tax liability) report.
- Sales tax report, as necessary.
- W2’s
