Tax Services
Services Offered:
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Tax Planning
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Ensure you owe the IRS or State nothing at the end of the year with tax planning services. We’ll work with you to assess your income and expenses, identify deductions and credits, and provide advice on how to optimize your tax situation. With our tax planning services, you’ll have peace of mind knowing that you’ve done all you can to minimize your tax burden.
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60 minutes initial planning session.
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Mid-year follow-up session to ensure the plan is on track.
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Individual and Business Tax Prep and Filing
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Take the hassle out of tax season with Perfect Peace's tax prep and filing services. We will help you get your taxes done right, so you can have peace of mind knowing that your taxes are accurate and filed on time. We offer competitive rates and fast turnaround times, so you can get back to your day-to-day with ease.
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Review and discuss completed tax return to identify potential deductions to limit your tax liability for the following year. Also show how to adjust your payroll withholding to either put more money in your pocket in the following year OR not owe so much to the IRS and State at the end of the year.
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Sales Tax
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Don't let sales tax slip through the cracks as a small business owner. Let Perfect Peace help you stay compliant with our sales tax preparation, filing, and payment services. We understand that managing your business can be overwhelming, which is why we take care of the details so you can focus on what you do best. Trust us to keep you on track with all your sales tax needs.
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Review sales and reporting compliance laws to ensure you are reporting monthly, quarterly, or annual as required.
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Review sales to ensure your collecting at the correct sales tax rate.
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Tax Problems
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Don't let tax problems cause misery in your life. Perfect Peace Accounting is here to help you put an end to your worries and resolve your tax issues with the IRS and/or State. Our team of experts are efficient, persistent, and affordable, ensuring that you get the assistance you need to get back on track. Let us help you tackle your tax concerns today.
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Discuss solutions that work for your business to be and remain compliant with taxing agencies.
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Represent on your behalf the taxing agencies to settle on the agreed upon solution.
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Small Business Services:
Services Offered:
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Chief Financial Officer (CFO) Services
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Prepare budgets, budget variance reports, and cash forecasts to provide guidance to the management by ensuring that accurate and reliable financial information is used to make informed decisions.
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Facilitating & Interpreting Financial Reporting to give your business the most important takeaways in a way that best supports the business needs so that you may ask questions, re-strategize, and have the information you need to make essential business decisions.
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Financial Reporting & Compliance to ensure that financial statements that may be used to raise capital, take out a business loan, or are necessary to stay complaint with legal regulations are accurate, complete, and complaint with accounting standards and regulations.
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New Business Formations
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Help select a business structure that best fits your needs by evaluating tax advantages, legal exposure and ease of operation and portability.
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Help select the right accounting software by evaluating your budget, needs, and hardware.
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Help establish billing and collection procedures to maximize cash flow.
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Help establish procedures to monitor and control costs.
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Prepare and file all required state and local licenses and permits.
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Prepare and file the application for your Federal Employer Identification Number (EIN)
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Identify any business insurance needs.
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Not-for-profit Organizations
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Help set-up and maintain your non-profit organization’s tax-exempt status by handling all the IRS reporting requirements.
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Prepare initial start up documentation including incorporation, federal employee identification number (EIN) with federal and state agencies.
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Review and compile financial statements.
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Complete and file non-profit status applications
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Provide training for the board on not-for-profit financial statement usage and effective budgeting practices.
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Prepare and file the applicable 990 tax forms.
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Help prepare the pastoral housing allowance and other required benefit documentation to meet the complex dual status of ministers (FOR CHRUCHES ONLY)
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Quick Book Services
Services Offered:
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QuickBooks Setup
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Are you looking to streamline your business finances? Let our experts at My Site handle your QuickBooks setup. While QuickBooks is designed to be user-friendly, the initial installation and setup can be a hassle. Allow us to take the burden off your shoulders and ensure your QuickBooks is set up correctly from the start. Save yourself hours of frustration and let us handle the technicalities so you can focus on growing your business.
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Evaluate your software needs.
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Recommend software and hardware requirements.
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Design and set up chart of accounts.
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Printing a trail balance as of your starting date and comparing it to your old system of record.
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Train client or client staff in the use of software to meet their accounting, management, and tax needs.
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QuickBooks Training
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We understand that managing finances can be a daunting task for any small business owner. That's why we offer QuickBooks training to help you and your staff operate QuickBooks software specifically for your business. We'll guide you through the set-up process and ensure everything is working properly, so you can focus on running your business.
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Focus on individual issues facing your business.
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We will be there to answer your specific questions and concerns.
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Terms and Conditions
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Each booked session will be virtual unless an in-person meeting is requested.
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Each booked session will be 60 minutes in length.
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A quote will be provided based on services agreed upon during the session.
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Once a quote is accepted, an engagement letter will be issued. The engagement letter must be signed before services begin.
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A deposit is required before all services are provided.