BOOKKEEPING
1. Summarize and post all transactions to the accounting system.  
2. Prepare monthly or quarterly year-to-date statements of income and expenses.  
3. Reconcile all bank accounts monthly.  
4. Process all payroll checks.

FORM FILING TO ALL TAX AUTHORITIES
5. Registration with federal, state and local tax authorities as required.
6. Filing Incorporation documents with federal and state authorities when beneficial. 
7. Sales tax returns (PA-3 prepared monthly or quarterly as required)
8. Quarterly payroll tax returns (Federal 941, State PA-501/w3 and local W/H and OPT) and deposits (additional $100 per quarter and annum)
9. Federal and state unemployment tax returns (Federal 940 and State UC-2A)
10. Withholding statements for employees and subcontractors (W2 or 1099-MISC)

UNLIMITED CONSULTATION
11. Unlimited discussion of client accounting and tax questions at my office, or by phone
12. Pick up and delivery of records monthly, or quarterly.

TAX PLANNING
13. Advise client of new or changing tax laws which affect client's business.
14. Review prior years tax returns (amending incorrect returns is an additional fee)
15. We work hard to discover money saving strategies for you.

INCOME TAX
16. Business tax return (Schedule C of Federal 1040) prepared
17. Self-employment tax (Schedule SE prepared)
18. Personal tax returns prepared (additional fee)
19. Estimated income tax vouchers prepared and updated throughout the year
20. S-Corporation, C-Corporation and Partnership tax returns prepared.  (additional fee)

AUDIT REPRESENTATION
21. Representation before taxing authorities at the agent level 
    (additional fee if related to client delinquency or issues prior to engagement)

FINANCIAL STATEMENTS
22. Compilation or review of financial statements for your business financing needs.