SOMETIMES IT'S PERSONAL.
We provide customized services that help you grow your business
INDIVIDUAL SERVICES
Your financial goals are unique. Whether you need help planning your estate or for your retirement, want to minimize your tax liability and protect your assets, or need your tax return prepared, Alliance Tax and Accounting Services offers personal tax and financial consulting services you can rely on. We de-mystify the complexities of tax law, estate/gift planning and retirement planning, offering sound advice to help you integrate your tax strategies with your overall financial planning.
Working with you we can offer year-round guidance on the best tax strategy for major life decisions such as the sale of a home, cashing in stock-options, gifting to children or grandchildren, or the creation of a legacy plan or foundation. At Alliance Tax and Accounting Services, we are inspired to be the best and run our business with integrity. Our dedicated staff will work tirelessly to earn your trust and deliver services and recommendations to meet your needs.
Click on a service below for more information.
The initial setup and installation must be done correctly in order for future information to be accurate. All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks.
Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? An expert can easily answer all of these questions and complete the initial setup and installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.
QuickBooks Setup Services:
- Study and evaluate your procedural and accounting needs
- Recommend software and identify hardware requirements
- Install software, design and set up chart of accounts and necessary accounting packages including payroll, accounts receivable, inventory, accounts payable, etc.
- Determine your QuickBooks starting date
- Load your chart of account and balances as of that starting date
- Help you enter your outstanding accounts receivable and accounts payable details as of your starting date
- Help you enter your ending statement bank balances and outstanding checks and deposits in transit as of your starting date
- Print a trial balance as of your starting date and compare it to your trial balance from your old system
- Enter your transactions since your starting date into QuickBooks
- Train you or your staff to use the software to meet your accounting management needs
Ongoing Services:
- Follow up training to ensure the you are on the right track
- Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports
Once QuickBooks is set up and working properly, we can train you or your employees to properly operate the software specifically for your business.
- We come to your location.
- We focus on the individual issues facing your business. We will be there to answer your specific questions and concerns.
- No need to spend time on features that don’t impact your business
Never Hesitate to Ask a Question
QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records. Employees in your accounting department will find comfort in knowing an expert in QuickBooks is only an email or phone call away. Email and telephone support prevents many wasted hours of aggravation and frustration.
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the Federal Government’s General Accounting Office, most taxpayers believe they benefited from using a professional tax preparer.
Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.
Here’s what you get:
- Your tax return will be checked and rechecked by our experienced staff to identify potential problems and maximize your benefits
- Our staff will help you understand your payroll withholding to cover your annual taxes without overpaying
- Help you estimate your tax liability for the following year and calculate estimated tax payments if needed
- Your tax return can be filed electronically so you will get a refund back quicker.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by participating in professional education programs.
We recommend tax saving strategies that help you:
- Grow and preserve assets
- Defer income so you can keep your money now and pay less taxes later
- Reduce taxes on your income so you keep more of what you make
- Reduce taxes on your estate so your family keeps more of what you’ve made
- Reduce taxes on your gifts so you can give more
- Reduce taxes on your investments so you can grow your wealth faster
- Reduce taxes on your retirement distributions so you can retire in style
We work for you, not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.
We work for you, not for the taxing agencies. We strive to be your advocate and reduce your tax liability through careful planning and legitimate tax strategies.
Are you having problems with the IRS? We’re here to help you resolve your tax problems and put an end to the misery that they cause. We pride ourselves on being very efficient and affordable. Government debt will not go away on its own. Penalties and interest will continue to accrue every day.
If you owe taxes, it’s important to deal with it right away. The taxing authorities will not go away and the levy process can be devastating.
IRS Problem Resolution Services (retainers required):
IRS Audit Representation – Rarely do our clients have to speak directly with the IRS. We can handle the audit for you.
Non-Filed Tax Returns – If you do not file, you can be prosecuted and punished with potential jail.
Back Taxes Owed – It’s amazing how fast tax penalties and interest add up. We offer several options when it comes to resolving unpaid taxes.
Payroll Tax Issues – The IRS views failing to pay payroll taxes as the cardinal sin of tax delinquency because a large portion of the payroll taxes are your employees’ withholdings.
Liens – Liens filed against you by the taxing authorities show up on your credit report and often prevent you from opening a checking account or borrowing against any assets, like your home.
Levies – We are often able to get levies released and help you get out of a terrible situation.
Wage Garnishment – The payment plan negotiated by us is always more favorable than any IRS wage garnishment. It allows you to receive your whole paycheck without fears of future wage garnishments.
Seizures – A Seizure should not be taken lightly. The IRS will ultimately pursue seizure of your physical assets: your home, cars, boats, jewelry, motorcycles, insurance policies, even your retirement funds.
Offer In Compromise – Did you know that you may be able to settle your debt with the government for a fraction of the liability with an Offer in Compromise program?
Payment Plan – If you don’t qualify for the Offer In Compromise program, a Payment Plan may be the way to resolve your problem.
Alliance Tax and Accouting Services
Alliance Tax & Accounting Services is the leading accounting firm in Florida and Texas. With offices in Cocoa, FL and Beaumont, TX, we offer a full suite of key services for business owners, executives and independent professionals. We are affordable, experienced, and friendly.
We provide outstanding service to our clients because of our dedication to professionalism, responsiveness and quality. Give us a call today!