Additional Services
Budgets, tax planning, preparation and filing, corporation setup, software training, employee benefit planning, auditing and much more! PS20’s services include everything you would need to successfully run your business, top to bottom, front to back!
Budgets / Pro-formas
- Assist in developing annual corporate budgets
- Assist in developing annual personal budgets
- Development of sales goals
- Expense cutting tips
Asset Depreciation / Fixed Assets
- Primarily for monthly bookkeeping customers
- Track fixed assets
- Appropriate depreciation schedules
Year-end Donor Letters
- Customized letters as per your verbiage
- Statement printing and matching to giving letters
- Appropriate IRS verbiage
- Full mailing services
Tax Planning for Ministers
- Withholding advice
- 1040’s
- Ministry 990’s
- Ministry 1023
Tax Planning for Business Owners
- Withholding advice
- Investment Opportunities
- Strategies for alleviating tax burdens
Tax Preparation and Filing
- Tax planner worksheets
- Financial statement reconciliation
- Advice on year end adjusting entries
- Corporate Returns and distributions to owners/partners
Corporation Setup and Filings
- Advice on type of business
- LLC, INC, S-Corp, etc.
- Annual report filing
- Licenses and renewals
- Tax Exempt certificates
- EIN Applications
Software Training and Implementation
- Quickbooks Training
- Custom Report Writing
- Microsoft Excel Training
Corporate Insurance
- Property
- Workers Comp
- Liability
- Automobile
- Sexual Misconduct
- Umbrella Liability
Individual Tax Preparation and Filing
- Provide Tax Planner worksheets
- Advise on withholding amounts
- Complete and file all 1040’s
- State and Local filings, as necessary
Employee Benefit Planning and Setup
- 401(k), 403(b), IRA, etc.
- Disability Coverage
- Life Insurance
- Health Insurance / HSA
- Dental Insurance
- FSA
Auditing and Reviews
- SAS 70
- Financial Audits
- Reviews
- Compilations
- Agreed-upon Procedures
- Internal Controls