1. Pick up/Delivery Service or Postage Paid Envelopes

2. Reconcile Bank Statement

3. Calculate the Payroll Tax Liability

4. Prepare Sales Tax Report

5. Prepare any extra Surtax Reports

6. Prepare Employees Payroll Reports

7. Prepare Financial Statements

• Balance Sheet
• Profit & Loss Statement
• General Ledger
• Transaction Listing

8. Prepare Form 941 Federal Payroll Report

9. Prepare Form 940 Federal Unemployment Report

10. Prepare UCT-6 State Unemployment Report

11. Determine if Estimated Tax is Required

12. Prepare W-2’s

13. Prepare 1099’s

14. Prepare Business’s Federal Return

15. Prepare Tangible Tax Return

16. Prepare Florida Corporate Return

Meetings and phone calls are welcomed and encouraged!

WE ALSO OFFER PAYROLL PROCESSING