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Services

Our goal is to maximize your return within the tax code. We will work with you to educate you on what you can and cannot do so that you can be proactive in planning your deductions before the year is over.

Our fees for preparing tax returns are very reasonable, and are based upon the complexity of the return. Please call (269) 788-9960 or email us at katie@katiestaxservice.com for a free quote.
Individual Tax Services
We can help you prepare all of your individual tax returns including:

• File Federal Forms (1040EZ, 1040A, 1040, Schedules A, B, C, D, E, F, and many more)
• Assist with Capital Gains
• E-filing capabilities
• File State Forms
• File Amended Returns
• File Extensions
Business Tax Services
We can assist you with your business tax return needs, including:

• Partnership Tax Returns (Form 1065)
• S Corporations (Form 1120S)
• Sole Proprietor (Schedule C)
• Limited Liability Companies
• Estimated Tax Payments
• File Amended Returns • File Extensions
• File Payroll Returns (940, 941, etc)
Accounting Services

We offer a full range of bookkeeping services for all sorts of business; such as, home-based, small, large, and non-profits to help keep your business running efficiently. We realize that most small businesses cannot afford full-time accountants, but still need the expertise one can provide. We strive to create a seamless relationship to help your business run efficiently. Included in our services, we may recommend ways to increase your profits and reduce your expenses and taxes.

From the data entry to financial statements, we process:

Accounts Receivable:

It is important for any business to carefully manage cash flow. An important part of managing cash flow is tracking accounts receivable. We understand that need and we take the time to make sure all invoicing and cash collection services are performed in an organized and timely fashion.

Our accounts receivable services include:

• Maintaining Client Account Information
• Preparing Receivables/Client Invoices
• Submitting Client Invoices for Payment and Posting Payments on Accounts
• Preparing Aged Receivable Reports

Accounts Payable:

Very often businesses ignore the importance of maintaining a strong accounts payable department. It is usually the last thing that comes to mind during a hard day of being creative and servicing customers. Our firm takes the time to manage your payables, analyze patterns, and make suggestions on how you can lower certain operational expenses.

We can manage your payables by:

• Developing a customer chart of accounts
• Maintaining vendor information
• Preparing Payables/Vendor Invoices and Generating Checks for Signature
• Ensuring that any Discounts Allowed are Taken
• Organizing Processed Invoices and Check Registers
• Preparing Aged Payables Reports
• Analyzing Payable Patterns and Issues

Monthly Financial Statements:

Statements that will enable you to take a monthly look at where you stand so you are able to fix a problem or seize an opportunity. Every month we look at your financial picture and let you know what areas require your attention.

The following statements can be provided monthly, quarterly, and yearly:

Profit and Loss -
  summarizes the revenues, costs and expenses incurred during a specific period of time
Balance Sheet -
  summarizes a company's assets, liabilities and shareholders' equity at a specific point in time
Cash Flow Statement -
  records the amounts of cash and cash equivalents entering and leaving a company

Bank Reconciliations:

We will balance your bank statements every month and advise you of any bank error, bank charges, or arithmetic mistakes on your part so you know exactly how much cash is available for spending.
Payroll Services
An important part of any business is accurately processing payroll. We handle every aspect of payroll for any size business:

• Track your payroll schedule
• Process withholding taxes
• Produce checks
• Direct Deposit available
• Track payroll liabilities and file all federal and state tax returns
    o Federal and state withholding
    o Social security
    o Medicare
    o Federal and state unemployment
• Complete W-2 and W-3 forms at year end
Notary Public
• Notary services non-client $10.00
• Client discounted price $3.00

Price is per signature and By appointment only  (269) 788-9960

*Prices subject to change  *Discounts may apply
Katie Turk |katie@katiestaxservice.com| 269-788-9960
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