Client Services | Aaron T Baker CPA PLLC

Business Accounting Services

Accounting system set-up and maintenance

Full-service bookkeeping (monthly/quarterly)

Preparation of internal financial statements and cash flow projections

Assistance with accounting and finance functions including accounts receivable, accounts payable, sales, expense reporting, internal controls, etc.

QuickBooks implementation and assistance

Payroll Services

Processing of payroll (check printing and direct deposit)

Calculation of salaries, wages, benefits, taxes and withholdings

Preparation of Forms W-2 and Forms 1099

Preparation and filing of all federal, state and local quarterly and annual payroll tax filings

Assistance with employee and independent contractor forms including Forms W-4, I-9 and W-9

Tax Preparation & Planning

Tax return preparation and tax planning for individuals

Personal income tax preparation of federal, state and local tax returns

Self-employment income and pass-through income from ownership of a business (Schedule C, Form 1099 or Schedule K-1)

Sale of personal assets such as a home or investment assets

Individual tax planning and calculation of quarterly tax estimates

Tax return preparation and tax planning for businesses

Business income tax preparation of federal, state and local tax returns

Calculation and tracking of tax basis in investments

Tracking of fixed assets and calculation of depreciation expense

Sales and use tax assistance

Assistance with specific tax questions and IRS notices

Business Advisory Services

Accounting and tax assistance and advice with the selection of a new business entity

Review of financing and credit agreements from a financial and tax perspective (bank covenants, financial ratios, tax and considerations)

Financial statement audit preparation assistance including general account reconciliations, preparation and review of financial statements, etc.

Preparation and assistance with operating cash flow projections and budgets

Temporary outsourced controllership services

Have a question or need accounting, tax, payroll or business advisory assistance? Please reach out!