Excellence in Tax Preparation & Accounting

Helping you make life less taxing.

Marjorie L. McPike is a Certified Public Accountant providing guidance to entrepreneurs and small business owners in maximizing their tax deductions and planning for their success.


SERVICES OFFERED

Tax Preparation

Income Tax Preparation for Individuals & Small Businesses including LLC , S Corp and
Partnerships

We provide you the security of knowing an expert is preparing your returns including:

→ All federal and state returns
→ Part-year and non-resident returns
→ Past Due Returns
→ Electronic filing
→ Fully computerized, with virtual services

Tax Packages

You may have a new business idea or are in the process of planning out your business. We desire to partner with small business owners to help you build healthy foundational choices that can positively impact your business to grow expeditiously. This package offers:


→ Business entity consultation
→ Business entity establishment (we walk you through the process)
→ Income Tax Preparation (business and personal)
→ Private Facebook Group Membership

You are running your business but still have some work to do to structure your finances. Marjorie L McPike, CPA wants you to know we are available for you all year long, not just during tax season. This package offers:

→ Business entity consultation
→ Business entity establishment (we walk you through the process)
→ Income Tax Preparation (business and personal)
→ Quarterly Estimated Tax Projections
→ Deadline Tax Reminders
→ Financial Systems Consultations
→ Email Support
→ Private Facebook Group Membership

You have built a successful organization but now you need a great strategic plan that will help you as you build and scale your business. This package offers:

→ Business entity consultation
→ Business entity establishment (we walk you through the process)
→ Income Tax Preparation (business and personal)
→ Quarterly Estimated Tax Projections
→ Tax Deadline Reminders
→ Financial Systems Consultations
→ Strategic Financial & Tax Planning
→ Email & Phone Support
→ Private Facebook Group Membership

Call for Pricing

Accounting

Complete Accounting & Bookkeeping Services for Small Businesses. Personal Finance Services for Individuals

We can replace your back office with accounting and bookkeeping support. At Marjorie L McPike, CPA, we help you to build systems that will not only reflect your finances today but will allow you to review your business on a consistent basis in order to make better financial decisions. You will see your business finances summarized and analyze all the financial transactions that will allow you to make the best calculated financial decisions for your business. So when it comes to your business, you can rely on us.

→ Accounting system analysis and setup
→ Reviewing transactions
→ Bank reconciliations
→ Review Payroll reporting, Federal and State quarterly reports
→ Sales Tax Reporting
→ 1099 Tracking and Filing
→ Sales Tax Tracking and Filing
→ Financial Statement Review
→ Recordkeeping and write-up services
→ Accounting system analysis
→ Bank reconciliations
→ Review Payroll reporting, Federal and State quarterly reports
→ Sales Tax Reporting
→ Financial Statements (Balance Sheet and Income Statement)
→ Registration with all required federal and state authorities
→ Assistance with obtaining a federal ID number
→ Assistance with obtaining state ID number
→ Payroll and sales tax registrations
→ Selecting a form of organization
→ Accounting Software recommendations and set up
→ Accounts payable analysis
→ Accounts receivable analysis
→ Bank Reconciliations
→ Monthly Bookkeeping
→ Financial Statements (Balance sheet and Income Statement)
→ Bookkeeping clean up and catch-up
→ General ledger cleanup with Journal Entries
→ Chart of Accounts setup
→ Product and/or Service setup
→ 1099 Tracking and Filing
→ Sales Tax Tracking and Filing
→ Payroll Setup and Management

Call for Pricing

Tax Specialties

Tax Planning & Strategies
Tax Education (Online Courses)
Tax Resolution

We do not just want to do your taxes. Our desire is for all our clients to stay ahead. So, we offer you a unique educational platform where you can learn more about taxes and how we work together to strategically plan your business or personal life to go to the next financial level.

Understanding My Taxes:
→ Real Estate Investing
→ Individuals
→ The Community
→ Stock & Options Trading

Visit All Courses

Professionals Focus

Real Estate Investors & Property Managers
Stock & Options Traders
Digital Product Sales & Online Business

If your business is based in one of these professional areas, we want you to know that you can feel comfortable with us handling your taxes and accounting services. We have spent time focusing on these up-and-coming fields so that we can best serve you.

Our team is committed to keeping up to date with all of the changes in tax law to better assist you with your business and help you save money in taxes.

Tax Preparation Intake


Onboarding appointment to go over your tax documents and your current tax situation in order to properly prepare your tax returns.
Web conferencing details provided upon confirmation.

Schedule Now

30 Minute Consultation

30 min / $100 USD
This is an opportunity to discuss any specific issue or question you may have related to individual or business taxes or accounting.
Web conferencing details provided upon confirmation.

Schedule Now

Free Download: 10 Simple Tax Saving Strategies for Small Business Owners


THE CPA LADY PODCAST & YOUTUBE CHANNEL

There are a variety of resources and tips that Marjorie lends to small business owners, investors and individuals to learn about tax planning strategies through her own podcast, The CPA Lady Podcast. Past recordings of these podcast are also available through her business YouTube Channel.