Services - Francis Tax and Accounting Service

Services

Tax Services

gallery-65442664-xs.jpgTax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you've complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Individual and Business Taxes

We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.

Estate, Gift And Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.

Payroll Services

Once you have trusted us to handle your tax and accounting services, trusting us to handle your payroll needs is the next logical step towards simplifying your business life. We provide a comprehensive payroll service customized for your specific needs—giving you flexible personalized service from our knowledgeable staff. Our service includes check printing, direct deposit of paychecks, electronic tax payments and tax filings, complete compliance, and more. You will receive all the payroll reports you need to run your business most efficiently, and you will also get personalized professional advice on all payroll matters for your firm.

Our firm offers you the same comprehensive payroll service you'd expect from a service bureau, with three key differences-- superior personalized service, total flexibility, and the best value. Unlike the payroll service bureaus that use a "one size fits all" approach, our Payroll service can be precisely designed to meet your unique needs. Our completely flexible state-of-the-art system offers remarkable capabilities that enable our firm to work collaboratively with you. Based on our intimate knowledge of your business and our personal consultation with you, we will design a payroll service that is optimal for your company's needs. You won't find this level of service from any service bureau at any price.

We also offer a state-of-the-art payroll processing system that that lets you collaborate with us by setting up information on your company and employees, and then enter your regular payroll data and print the paychecks, while we take care of scheduling your tax payments, paying electronically, filing your payroll tax forms, and processing the W-2s and W-3. And because this system is Internet-based, both of us can log in to it securely, without the cumbersome process of transferring data back and forth between your computer and ours.

Accounting

Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP). Our firm will also prepare custom financial reports for internal, managerial use.

Form 990 Preparation

We are a CPA firm that specializes in nonprofits and can prepare your organization's Form 990 regardless of where your organization is located. Have your Form 990 prepared by a CPA that is an expert in the complex issues facing Not-for-Profit organizations

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.


Quick Books Online

We also offer Quick Books Online, an ideal accounting package that lets you collaborate with us by entering checks, deposits, or bookkeeping transactions on the same system we then use to analyze your trial balance and prepare your financials. We are able to customize this system for your benefit, so that it provides an ideal comfort level depending on your needs and your background in accounting. Because this system is Internet-based, both of us can log in to it securely, without the cumbersome process of transferring data back and forth between your computer and ours.

Financial Statements

We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business's full profit potential.

Financial Forecast And Projections

We provide complete financial and business forecasting services, including proforma projections. We can also create customized “What If" planning scenarios to help management foresee and plan for unexpected business contingencies.