Checklist of Services We Offer

INITIAL SET-UP

• Installation of Padgett office files and computer programs
• Supplying for all identification numbers
• Inventory system training
• Payroll withholding training
• Sales reporting  training
• Day to day business operations training

MONTHLY SERVICES

• Profit and Loss Statement specialized to fit your business needs
• “On time” pick-up and delivery service at no extra charge
• Business consultation, interpretation and advice
• Sales accounting with sales tax return preparation
• Payroll systems and the maintenance of payroll records with the preparation of all payroll tax returns monthly quarterly & annually
• Inventory system
• Advice on estimated income tax
• Tax planning assistances
• “Tax Tips” newsletter
• Nationwide tax support
• Two meetings at your location

OTHER SERVICES

• Income tax return preparation
• Tax audit advice
• Preparation of “back work” statements
• Balance sheet preparation
• Systems designed for specific problems; sales, purchases, cost, etc.
• Bank statement reconciliation