build Tomorrow’s organisation.
OUR SERVICES
WHO WE ARE
There are various opportunities for tax savings, which many individuals do not possess knowledge of. Our professionals at SA CPA can help maximize tax deductions and minimize taxable income. Financial transactions can often be structured in a myriad of ways, most of which will result in different tax consequences.
OUR Subscription Plans
Basic
Accounting Essentials
- Monthly Bank Reconciliations
- Monthly Credit Card Reconciliations
- QuickBooks Online for 24/7 access to
books and records
- Provide Digital Receipt Capture & Storage
- Provide Digital Document Storage & Secure Portal Access
Tax
- Prepare Individual Federal & State
Income Tax Return
- Prepare Business Federal & State
Income Tax Return
Contact For This Plan
Premier
Includes All Basic Plan Features
- Quarterly Profit Review with analysis and recommendations to improve cash flow and profitability
- Year End P&L review with analysis and recommendations to improve cash flow and profitability
- Next Year P&L plan for improved profitability and cash flow
Accounting Essentials
- Post all Business Banking Transactions
- Post all Business Credit Card Transactions
- Import payroll into QuickBooks /accounting software.
- Make adjusting entries to include accruals and other month end adjustments.
- Prepare full management financials (Quarterly) with charts and graphs
Tax
- Includes Bronze plus
- Tax planning and address tax questions/issues
- 1096/1099 year end reporting
- Personal Property Tax Return(s)
- Annual Report(s) with Secretary of State
- Prepare Sales Tax Returns
- Quarterly Estimated Tax Payments
- Respond to all IRS and State notices
- Provide IRS and State audit representation
Contact For This Plan
Platinum
Includes All Premier Plan Features
- Monthly Profit Review with analysis and recommendations to improve cash flow and profitability
- Monthly Expense evaluation, monitoring,
input & advice
- Conduct Strategy Meeting: Financial Reports Review (Monthly)
Accounting Essentials
- Create accounting entries by class
- Prepare full management financials (Monthly)
- Provide online zoom business review and coaching (Monthly)
- KPI Generator
- Accounts Payable review and recommendations
- Accounts Receivable review and recommendations
Tax
- Provide in-depth Tax Planning Services annually in 4th quarter and as needed
- Strategic Consulting annually and quarterly if needed
Contact For This Plan
OUR EXPERT ADVISOR
Sarwar Ahmed
CPA
Sarwar Ahmed
CPA
David W. Gray
Associate
David W. Gray
Associate
Members Of
