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Service Areas & Rate Charges

Business Formation
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  • Selection of entity types - Sole Proprietorship, S corp, C corp, LLC, or nonprofit/tax exempt

  • Entity formation in state or out of states 

  • Entity conversion from profit to nonprofit

  • Federal EIN application

  • Assumed Name application

  • ITIN application for foreigner would like to do business in US

  • Nonprofit/tax exempt status application

  • Entity retention after formation 

  • Documentation organization and record keeping

Accounting/Bookkeeping

 

  • Accounting software selection/setup

  • Chart of Account customization

  • Bank account reconciliation
  • Accounts Payable
  • Accounts Receivable
  • Collection

  • Monthly, Quarterly or Annual data entry for unaudited financial reporting compilation based on service plan you choose

  • Own your software or we can take care of your bookkeeping in house

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Taxation

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  • Individual tax return - Form 1040 (including Schedule C, D, E and F ) & 1040NR

  • Estate tax return - 1041

  • Partnership tax return - Form 1065

  • Corporation tax return - Form 1120, 1120-S, 1120-F

  • Non-Profit Organization tax return Form 990s

  • Individual expatriate tax return

  • Multi-State tax returns

  • Texas Sales & Use Tax Permit application

  • Texas Sales & Use tax reporting/payment processing

  • Other States Franchise tax return

  • Return extension and amendment

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Software Setup

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  • Specialized for QuickBooks Desk Top, we also work with other software, if you prefer

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Tax Resolution

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  • Resolve tax issues with IRS by phone calls and letters on your behalf

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Payroll Solution

 

  • ITIN application for employee

  • Track/record time sheet

  • Paycheck stub/report

  • Federal Payroll tax quarterly and annual report filing through EFTPS

  • Texas Workforce Commission (TWC) set up, and QTYly Unemployment filing

  • Worker's Compensation Insurance application

  • We team up with ADP, Paychex, AllianceHCM or Gusto if company have more than 4 employees, 3 or less will be processed in house and client will process paychecks to employees

  • Ensure compliance with SSA and IRS

Our popular meeting places are Whole Food Market at Domain, Central Market at N. Lamar Blvd, any coffee shops or diners that mutually agreed upon.  We can meet virtually on Zoom or on Google Meet.

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Our standard rate is $250 per hour. We offer special rates for multi tasks on monthly or quarterly basis.  Our service charge is based on the complexity and time involved to complete tasks you requested.  The more organized documentation is given, the less time will be spent and the lower service fee will be charged.   Please contact us for more information.

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