What Can We Do for You?


I need my CPA to:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

  1. Analyze financial results of business operations
  2. Analyze potential merger or acquisition target
  3. Act as an outsourced CFO
  4. Analyze my personal financial situation
  5. Amend my prior year tax return
  6. Assess my internal controls
  7. Address my financial questions and concerns

B

    1. Book my daily transactions
    2. Be my trusted financial advisor

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C

    1. Customize my reporting
    2. Calculate profitability of business segments
    3. Calculate my Tax Provision
    4. Check my prior year tax return
    5. Check to see if another accountant made any errors
    6. Create a household budget
    7. Create financial projections and models
    8. Create an electronic document storage
    9. Call my credit card companies
    10. Call my mortgage lender
    11. Consult me on how to detect fraud
    12. Conduct due diligence

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D

    1. Deal with IRS on any matter
    2. Defend myself in an IRS audit
    3. Develop tax minimization strategy
    4. Do my taxes
    5. Do my accounting/bookkeeping

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E

    1. E-file my returns
    2. Estimate my tax due or refund
    3. Estimate my quarterly tax payments

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F

    1. Figure out what I should do about US taxation (I am a foreigner)
    2. Figure out what I should do about US taxation if I am abroad (I am a US citizen/alien resident)
    3. File my tax return
    4. File an extension of time to file tax return
    5. Find investors for my start-up
    6. Fill out a student financial aid application
    7. Fix my Credit Report errors

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G

    1. Generate financial statements
    2. Give a professional opinion

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H

    1. Help me complete loan application
    2. Help me complete student financial aid application
    3. Help with my taxes
    4. Help with bookkeeping
    5. Help with Finance job candidates
    6. Help me to detect fraud
    7. Help me with upcoming job interview for Accounting/Finance position
    8. Help me run numbers for the bankruptcy paperwork
    9. Hire extra help for my Accounting department
    10. Help me deal with foreclosure from a tax standpoint
    11. Help me deal with divorce from a tax standpoint

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I

    1. Interview and screen a Finance job candidate
    2. Install Accounting software (QuickBooks, Intacct, Peachtree)
    3. Improve my business profitability
    4. Incorporate my business
    5. Integrate newly merged or acquired company into my books

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J

K

    1. Keep track of my expenses
    2. Keep track of my credit card usage

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L

    1. Lower my credit card interest rate
    2. Lower my mortgage rate

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M

    1. Minimize my tax liability
    2. Maintain my payroll function
    3. Manage my external audit engagement
    4. Manage my accounting department

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N

    1. Notarize my documents
    2. Negotiate a short sale with the mortgage lender
    3. Negotiate a credit card charge-off
    4. Negotiate my medical bill

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O

    1. Organize my receipts, bills and other paperwork
    2. Outsource my accounting function

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P

    1. Prepare and file my individual taxes
    2. Prepare and file my business taxes
    3. Prepare and file my delinquent returns
    4. Prepare my business plan
    5. Prepare investor presentation
    6. Plan my tax moves
    7. Provide Expert Witness services
    8. Provide Due Diligence services

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Q

    1. Qualify me for the debt forgiveness
    2. Qualify me for mortgage loan modification

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R

    1. Review my prior years tax returns
    2. Request missing tax documentation such as W-2, 1099, 1098 and others
    3. Refer me to a reputable tax attorney
    4. Refer me to a reputable business valuation specialist
    5. Refer me to a reputable … (see a list of our reputable partners)
    6. Respond to an IRS letter
    7. Respond to an IRS collections letter
    8. Raise capital for my venture
    9. Recommend tax-deductible expenses
    10. Register my business with local authorities
    11. Represent me in IRS audit
    12. Resolve my dispute with a merchant

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S

    1. Store my documents and records on secure FTP server
    2. Serve on my Board of Directors
    3. Serve as an Expert Witness on bankruptcy and fraud cases
    4. Select an appropriate type of legal entity for my start-up
    5. Set up my accounting department/function
    6. Set up a joint venture
    7. Set up a foreign subsidiary
    8. Settle my debt with IRS
    9. Sign off on financial statements

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T

    1. Train me or my employees on how to use Accounting software
    2. Troubleshoot Accounting software (QuickBooks, Intacct and Peachtree)

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U

V

W

    1. Write a letter to IRS
    2. Write a letter to my credit card company
    3. Write a letter to my mortgage lender
    4. Work out an acceptable settlement with IRS
    5. Work out a payment plan

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X

Y

Z