Jackson & Associates Bookkeeping & Tax Services

ive financial and professional services to individuals and businesses, while also providing a working environment where staff members can grow and succeed in achieving their lifelong goals. OUR COMPREHENSIVE LIST OF SERVICES:

• Taxes
o Tax Preparation
o Tax Planning
o Notary Services
o Payroll
o IRS Payment Plan
o Tailored IRS Assistance (i.e. help with your IRS issues)

• Bookkeeping
o For For-Profit and Non-Profit Businesses (e.g. Churches, Small Businesses,
Self-Employed Individuals, Partnerships, LLCs, and Corporations)
o Annual 1099 and W-2 Processing
o Bank and Charge Card Reconciliations
o Preparation of Monthly Financial Statements
▪ Profit & Loss
▪ Trial Balance
▪ Balance Sheets
▪ Statement of Cash Flows
▪ Detailed account activity reports (for any period or range of time)

• Business Services
o Assessment of Current Recordkeeping
o Cleanup of for existing companies
o Initial setup for new companies
o 501(c)(3) formation assistance
o Financial planning and budgeting
o Tax problem resolution
o IRS negotiations
o Compilations and review