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
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.
→ 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
→ Accounting system analysis
→ Bank reconciliations
→ Review Payroll reporting, Federal and State quarterly reports
→ Sales Tax Reporting
→ Financial Statements (Balance Sheet and Income Statement)
→ 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
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
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.