cpa@bobbrowdercpa.com

TAX PLANNING AND TAX PREPARATION SERVICES

Business Entities

  • Corporations, both C and S   (1120 and 1120S)
  • Partnerships and Multiple Member LLCs   (1065)
  • Single Member LLCs

Individuals

  • with Businesses   (Sch. C, etc.)
  • with Investments   (Sch. D, etc.)
  • with Real Estate Rental Activities   (Sch. E, 4835, etc.)
  • with Farms   (Sch. F, etc.)
  • with Military Taxes
  • with Minister Taxes
  • that haven’t filed taxes in several years

Other Entities / Types

  • Estates and Trusts   (1041)
  • Not-For-Profits   (990 Series)
  • 401K Plans   (5500 Series)
  • Gift Taxes   (706 and 709)
  • Homeowner Associations   (1120-H)

Federal – IRS and States Taxes

  • All IRS – Federal Taxes
  • All State Taxes

ACCOUNTING, BOOKKEEPING, AND ONLINE QUICKBOOKS WORK / SERVICES

We offer three (3) Levels of Accounting, Bookkeeping, and Online QuickBooks Work / Services (A,B,&OQBs):

1)   “Monthly” A,B,&OQBs Work / Services

  • We download/transfer all your bank account(s) and if applicable, credit card and line-of-credit (LOC) account(s) data/transactions into your Online QuickBooks
  • We make sure all of these transactions are recorded into the correct Chart of Accounts (COA), sometimes referred to as the “Various Buckets”
  • We balance all of your bank account(s) and if applicable, your credit card and line-of-credit (LOC) account(s) to the monthly statements every month
  • We prepare your monthly adjusting journal entries (AJEs) as needed, if applicable, such as ones for payroll, sales taxes, etc.
  • We make sure your Online QuickBooks (OQBs) are in balance to various monthly third-party reports and statements, such as, if applicable, monthly bank statements, monthly credit card statements, monthly line-of-credit (LOC) statements, monthly payroll reports, monthly sales tax returns, and other monthly reports/statements such as:
    • we have a local Chamber Client and we balance to their monthly Chamber Report(s)
    • we have a FedEx Trucking Client and we balance to their monthly FedEx Reports
    • we have a State Farm Insurance Agent Client and we balance to their monthly State Farm Reports
  • We make sure your Online QuickBooks (OQBs) are in balance to your year-end bank and other loan long-term statements at year-end, if applicable
  • We save various monthly Online QuickBooks (OQBs) Reports in your “Custom Reports” Online QuickBooks Section
  • We will work on your Monthly A,B,&OQBs Work at least twelve (12) times a year
  • Our goal is to have the Monthly A,B,&OQBs Work done by the 15th of the following Month
  • After we see what all is involved with your “Monthly” work, we will set an agreed upon “Monthly “ fee that you are Billed / Invoiced monthly upon completion of the monthly work
    • The minimum fee, based on one to two accounts (example, one bank account and one credit card account) is $399.00 without a monthly follow up meeting. This has been and continues to be our norm.
    • The minimum fee, based on one to two accounts (example, one bank account and one credit card account) is $525.00 with a monthly follow up meeting. Some of our new clients have requested this.

2)  “Quarterly” A,B,&OQBs Work / Services

  • We download/transfer all your bank account(s) and if applicable, credit card and line-of-credit (LOC) account(s) data/transactions into your Online QuickBooks
  • We make sure all of these transactions are recorded into the correct Chart of Accounts (COA), sometimes referred to as the “Various Buckets”
  • We balance all of your bank account(s) and if applicable, your credit card and line-of-credit (LOC) account(s) to the monthly statements by the end of every quarter
  • We prepare your quarterly adjusting journal entries (AJEs) as needed, if applicable, such as ones for payroll, sales taxes, etc.
  • We make sure your Online QuickBooks (OQBs) are in balance to various quarterly third-party reports and statements, such as, if applicable, quarter-end bank statement(s), quarter-end credit card statement(s), quarter-end line-of-credit (LOC) statement(s), quarterly payroll reports, monthly/quarterly sales tax returns, and other quarterly reports/statements.
  • We make sure your Online QuickBooks (OQBs) are in balance to your year-end bank and other long-term loan statements at year-end, if applicable
  • We save various quarterly Online QuickBooks (OQBs) Reports in your “Custom Reports” Online QuickBooks Section
  • We will work on your Quarterly A,B,&OQBs Work at least four (4) times a year
  • Our goal is to have the Quarterly A,B,&OQBs Work done by the 20th of the following Month
  • After we see what all is involved with your “Quarterly” work, we will set an agreed upon “Quarterly” fee that you are Billed / Invoiced quarterly upon completion of the quarterly work
    • The minimum fee, based on one to two accounts (example, one bank account and one credit card account) is $599.00 without a quarterly follow up meeting. This has been and continues to be our norm.
    • The minimum fee, based on one to two accounts (example, one bank account and one credit card account) is $725.00 with a quarterly follow up meeting. Some of our new clients have requested this.

3)  “As Needed on a Continuing Basis” A,B,&OQBs Work / Services

This is mainly for our current and continuing clients who only needs / wants this work done once or twice a year.
Examples are for year-end taxes, during-the-year loan application(s), etc.

  • We download/transfer all your bank account(s) and if applicable, credit card and line-of-credit (LOC) account(s) data/transactions into your Online QuickBooks
  • We make sure all of these transactions are recorded into the correct Chart of Accounts (COA), sometimes referred to as the “Various Buckets”
  • We balance all of your bank account(s) and if applicable, your credit card and line-of-credit (LOC) account(s) to the monthly statements by the end of the period of the work
  • We prepare your adjusting journal entries (AJEs) as needed, if applicable, such as ones for payroll, sales taxes, etc.
  • We make sure your Online QuickBooks (OQBs) are in balance to various third-party reports and statements, such as, if applicable, period-end bank statement(s), period-end credit card statement(s), period-end line-of-credit (LOC) statement(s), period-end payroll reports, monthly/quarterly sales tax returns, and other period-end reports/statements.
  • We make sure your Online QuickBooks (OQBs) are in balance to your year-end bank and other long-term loan statements at year-end, if applicable
  • We save various Online QuickBooks (OQBs) Reports in your “Custom Reports” Online QuickBooks Section
  • You are Billed / Invoiced upon completion of the work

OTHER ACCOUNTING AND BOOKKEEPING SERVICES

  • Prepare Annual IRS 1099-MISC Forms and IRS 1099-NEC Forms
  • Prepare Other Various Forms and Reports as needed

CFO / CONTROLLER SERVICES

  • Maybe you do not need a Full Time CFO / Controller but just once a Week or once or twice a Month or Quarter
  • Leave of Absences such as Maternity or Sick Leave

CONSULTING FOR BUSINESSES, INDIVIDUALS, AND NON-PROFITS SERVICES

  • New Business Startups, including Entity Type Selection
  • Business Management
  • Business Shutdowns
  • Litigation Support such as Divorce and Other

FINANCIAL COUNSELOR SERVICES

(from a CPA / Tax Viewpoint because I am NOT a Financial Advisor)

  • Financial and Retirement Tax Planning
  • Crown Financial Ministries Trained Financial Counselor
  • Dave Ramsey Trained Financial Counselor

FINANCIAL STATEMENTS SERVICES

Effective November 2024, Compiled and Reviewed Financial Statements are services that we no longer offer for various reasons.

Mainly because we have morphed into a CPA Firm that specializes in Tax Services with some Accounting, Bookkeeping, Consulting, Online QuickBooks (OQBs), and Other Services.

Plus the expenses, oversight, and time commitment are getting way out-of-hand to be able to offer Compiled and Reviewed Financial Statements as a break-even service and/or even a profitable service.

Also our Peer Reviewer of several years retired (lucky him).

NOTARY PUBLIC SERVICES

State of Tennessee Notary Public since the late 1980’s / early 1990’s.

My current Tennessee Notary Public Commission is good through June 17, 2030.

For my clients and friends, I offer FREE Notary Public Services.

To view my Notary Document.  PLEASE CLICK HERE TO VIEW