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Tax return preparation services for individuals, partnerships, corporations, and trusts |
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We take the W-2, 1099, K-1 etc. and organize them. We prepare the tax return for your review. We keep electronic copies of all documents and work papers used in the tax return preparation process. |
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QuickBooks accounting for your clients. We would also provide the related financial analysis, budgeting, and reporting services |
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We support QuickBooks On-Line as well as QuickBooks Pro. Our services include:
- Setting up chart of accounts
- Recording all transactions
- Bank reconciliations
- Preparation of Financial Statements
- Preparation of tax schedules
- Preparation of management reports as desired.
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Accounting for estates and trusts |
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- Our estates and trusts accounting services include:
- Setting up beginning assets and liabilities.
- Recording all transactions, distributions to beneficiaries.
- We will perform any related bookkeeping functions such as bank reconciliations. Our reports are in a format acceptable to California Probate Courts. We can provide reports for other states as well.
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Complete electronic filing of all paper documents in a searchable format |
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All documents received by us are stored in our Indevia Document Management System (IDMS). IDMS provides secure storage of all the documents. The advanced search functions make it easy to find any document. |
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Call (888) 946-3384 or 888-9INDEVIA or Use Our Contact Form to Discuss How We Can Help You. |
