Individual Tax Preparation
Annual tax return preparation (pay-by-form pricing), quarterly estimated payment calculations, e-filing
Limited Liability Company and Corporate Set-up
We can prepare all the following to setup your Limited Liability Company or Corporation:
- Articles of Organization
- Operating Agreements
- Payroll
- Initial Personal Property Tax Returns
- Consultation on expense tracking if bookkeeping services are not elected
IRS Audits
Those who receive much of their income in cash are traditionally on the radar screen of IRS agents looking for unreported income. An IRS computer program compares your deductions to others in your income bracket and weighs the differences. This secret IRS formula, called the "DIF Score," is used to select returns with the highest probability of generating additional audit revenue. If you are facing an audit, don't panic. An audit is merely a process where the IRS asks you to substantiate the numbers on your tax return. We can help you through this process or meet with the auditors for you.
Billing Services
Over the last four decades pbs has developed a reputation as billing specialists. We are very experienced and use this experience to our clients advantage. We will process billings electronically, via email or on paper with the US Postal Service. We serve many markets with our billing service and are always open to establishing new markets. Our billing services can be completely customized for individual clients. Listed below are some examples of our billing services.
Business Coaching
Great athletes and great teams typically have great coaches. Most small business owners, however, don’t have a coach, but probably should have some sort of guidance. Small business owners usually suffer from similar yet avoidable problems. These problems include team members who are not “engaged”, too many “D” customers, high employee turnover, customers who do not come back, uneven cash flows, and a business that is not providing a life but actually taking it away. There are basic fundamentals that the owner simply overlooks, due to all of the various tasks that the business owner has to deal with. What’s the answer – “Get a coach”
Payroll Processing
Whether you're a small - to large sized business owner with payroll processing, or tax filling needs, we have a comprehensive and affordable payroll solution for you. The Company offers payroll processing with withholding tax, state unemployment, and federal unemployment remittance service.
Individual Tax Planning
Tax planning strategies to minimize taxes (ask for a complimentary copy of the firm’s individual tax planning letter, available in November)
CFO Services
Let us take the role of your Chief Financial Officer. We’ll ensure you have access to the quality financial and non-financial information you need to make well-informed business decisions. If you tap into these services, as CFO, we can ensure you have proper internal controls in place to safeguard your assets. Fraud is common in small businesses and you need to take steps to protect yourself from it. Benefit from business and financial planning and control, risk management and succession planning.
Estate Tax Planning and Preparation
Achieving financial goals by advance planning and required tax filings for estates.
Business Tax Preparation
The tax laws and requirements can be very overwhelming. Whether you are a sole proprietorship, a C Corp, S Corp, LLC or partnership, we prepare all the necessary forms so you can comply with the taxing authorities.