Accounting & Taxes
Accounting
Our focus at Triad HelpDesk is to get the most useful information for managing their small business and most of our clients start with TWO simple questions.
How much money am I making?
How much taxes will I need to pay!?
With that in mind, we will set up your books to track all revenues and expenses in as much detail as you desire and more importantly, get your CASH balanced and keep it that way!!!
If you have been using QuickBooks or a similar software for a while already, you probably have a list of questions and we can work our way through those, looking at your current setup and make suggestions and changes to fit your needs.
We work with our clients after the initial training as desired, some have us come every month or quarter to reconcile their bank account using our QuickBooks_HelpDesk package. Others just once a year to get everything ready to file their tax return.
We can work with you to make any final corrections, and help to file your business and personal tax returns.
QuickBooks_HelpDesk is our bookkeeping package for those who want some help keeping their checking account balanced and ongoing support with QuickBooks.
This package is a flat rate of $495 per month which includes a MONTHLY Reconciliation of your Bank and Credit Card accounts and UN-LIMITED support for the interim questions or issues!!!
We will also review the current financials to locate any transactions that may need to be reclassified for tax purposes. This should allow you to answer the age old question, "How much money am I making and how much will I have to pay in taxes?"
Taxes
If you have a very basic individual tax return with just W2 or SSA form(s) and standard deduction our charge is $295.
Most of our individual tax clients have a bit more complexity in their tax return including rental properties, investment income, retirement distributions, itemized deductions and tax credits, etc. We have a flat rate price of $395 to prepare and file your Federal and state tax return.
If you have a small business where we need to file taxes for that entity on your personal return (Schedule C) as well, our flat rate price is $595 including the business on the personal return(s).
Finally, if your small business is filing a Partnership (1065) return or as a corporation (1120 or S-corp 1120s) where we need to file taxes for that entity and create K-1s that will flow through to your personal return, our flat rate price is $595 for that business tax return.
You can email me at Taxes@TriadHelpDesk.com if you want more information or just call or text me at 336.314.9771 to set up a time to look at your books.
