They can take the burden of accounting calculations off your shoulders so you can focus on growing your company. To find a CPA, ask your lawyer, insurance agent or other trusted advisors for recommendations.
Jay Allen Finn, CPA offers individualized services for individuals and businesses. The firm provides tax preparation, financial statements, outsourced bookkeeping, payroll management, and IRS audit support.
Preparation of Financial Statements
Preparation of financial statements is a service offered by Houston CPA firms. These statements include a title page, table of contents, review report and balance sheet, income statement, and cash flow statement. The company prepares these documents according to professional standards, and can be used by lenders, investors, and business owners.
The company specializes in tax preparation and accounting for small businesses. It also designs accounting systems and handles payroll, journal, general ledger, reports to state and federal agencies, and more. It also assists clients with loan applications and pricing, credit policies, cash flow, cost control, and budgeting.
The firm helps individuals and businesses with personal taxes, preparation, planning, and estate planning. It also offers QuickBooks consulting, payroll services, sage consulting, sales tax audit defense, and new business advisory services. It also advocates for clients with the IRS, settling cases and resolving tax problems.Its client list United States of America includes law firms, construction companies, real estate professionals, and medical practitioners.
Estate Planning
Whether youâre dealing with inheritance taxes or estate tax laws, a qualified CPA is an essential resource to protect your assets.They can help you minimize estate taxes while 713-860-1400 transferring them in a manner that aligns with your desires. They can also assist with establishing trusts, family gifting programs, and business transfers.
A Houston CPA firm provides a wide range of accounting services to individuals and businesses. They can help you with budgeting and forecasting, financial statement preparation, cash flow management, and more. They can even offer QuickBooks consulting services to help you maximize your profitability.
A Houston CPA firm can help you make the most of your investment returns by minimizing your tax liability. They monitor changes in the tax law and advise on investment strategies to ensure that youâre paying no more than necessary. They can also prepare and file all required federal and state taxes, including property tax returns. They can also advise you on matters involving community property, situs of beneficiaries and fiduciaries, and the apportionment of federal and state estate and trust taxes.
Tax Preparation
If you need help with tax preparation in Houston, consider hiring a CPA. These professionals can prepare individual, business, and prior-year tax returns, in addition to filing tax return amendments.They can also assist with tax return audits, Houston IRS representation, and bookkeeping services. They can also help with business consulting services, new business formation, payroll processing, and business management.
Virjee Consulting, PLLC offers accounting and management consulting services to small businesses in the Houston area. Its seasoned accountants design accounting systems that are specific to each client’s needs and prepare state and federal reports.They can also Texas assist with credit card reconciliation, cash balance tracking, general ledger maintenance, and budgeting.
Located in Houston, Christina’s Tax Service LLC serves individuals and small businesses. Its enrolled agent helps clients resolve tax issues with the IRS, including liens, back taxes, and wage garnishment. It also assists with audit defense and preparation of tax returns for a variety of entities, such as partnerships, corporations, and LLCs.
Investment Advice
Having a good CPA as your business advisor can save you money in the long run.They can give you broker-dealer accounting lots of tips based on their experience. For example, they might tell you to put payroll checks in the right order so that they deposit in time to avoid late fees. They can also advise you on the best way to structure investments to minimize taxes.
CPAs that provide investment advice should be aware that they may be considered fiduciaries under the Investment Advisers Act of 1940 and must register as such unless they fall within certain exemptions. The key test is whether the CPA holds himself or herself out to the public as an investment adviser and if the services provided are “solely incidental” to the practice of accounting.
Adam has 13 years of tax, financial planning and estate planning experience with boutique wealth management firms; including Kanaly Trust which merged with Mercer Advisors in 2023. He is a CERTIFIED FINANCIAL PLANNER professional, Chartered Special Needs Consultant and member of Houston Estate and Financial Forum
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