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Cuando llamar o visitar una oficina del IRS y cuando no?

 Monroy & Co.PA te invita a leer este blog para que determines cuando puedes acercarte al IRS sin guardar ningún tipo de precaución, cuando es mejor que busques una segunda opinión y cuando puede ser contraproducente y perjudicial que lo hagas.

Como contactar a la oficina del IRS en Miami. 

Las oficinas del IRS en la ciudad de Miami FL se encuentran ubicadas en la 51 S.W 1st Ave.Sin embargo, debes saber que para ser atendido debes primero ponerte en contacto vía telefónica y pedir una cita.El teléfono para solicitar una cita y ser atendido en el Tax Assistance Center (TAC) de la ciudad de Miami es el 844-545-5640 y podrás ponerte en contacto de lunes a viernes de 8:30 AM – 4:30 PM.The IRS webpage could assist answering most of your questions La gran mayoría de dudas acerca de impuestos y sus respectivos tramites se pueden resolver y llevar a cabo a través de la página del IRS o de la línea telefónica de atención al Taxpayer.Monroy Co.PA recomienda visitar las oficinas del IRS como un último recurso, cuando las respuestas web y telefónicas no resultan suficientes o cuando tu situación económica definitivamente no te permite contratar un asesor especialista en impuestos.

¿Por qué es mejor la asesoría externa que la asesoría del IRS?

Como contribuyente debes tener en cuenta que las personas que trabajan en un TAC son funcionarios del gobierno y aunque cuenten con un departamento de apoyo al pagador de impuestos, su función ultima es asegurar la recolección de rentas para el estado. Dado que el gobierno es su principal cliente, la asesoría del IRS puede presentar los siguientes sesgos:
  • Te asesorarán por el camino más directo y rápido para que cumplas con tus obligaciones fiscales.
 
  • Cualquier información que suministres puede ser malinterpretada y levantar alertas, por lo que te involucrarías en controversias que estaban por fuera de tu situación fiscal inicial.
 

Las oficinas del IRS no te muestren todas las opciones que podrías tomar

Escenarios seguros y riesgosos al acercarte a una oficina del IRS. 

Ya sabes que una visita voluntaria al IRS podría incluso tener resultados contraproducentes, por lo tanto, debes saber bajo qué circunstancias específicas es bueno utilizar este canal de ayuda.

Escenarios de bajo riesgo:

Cuando tus cuentas son simples, tus ingresos provienen de un empleo estable y tu situación económica definitivamente no te permite costear un contador o una firma contable de impuestos.Debes tomar en cuenta que lo que te ahorrarás en dinero definitivamente lo compensarás con el tiempo que deberás invertir para hacer una declaración de renta aceptable para el IRS.Para este caso una oficina del IRS puede ser de gran ayuda dándote asesoría en:
  • Direccionamiento acerca de los formularios que debes utilizar y de paso puedes llevarte algunos impresos a casa.
 
  • Si tienes dudas acerca de cómo llenar correctamente los campos de los formularios o acerca de cómo y dónde averiguar la información que estos solicitan.

Escenarios de riesgo medio: 

Cuando consideras que puedes sufrir un daño financiero debido a tu situación actual de impuestos y tienes pensado solicitar ayuda a la National Taxpayer Advocate NTA a través del IRS o solicitar ayuda directamente al IRS.Este escenario puede ser contraproducente ya que deberás armar un caso completo con información suficiente para demostrar la naturaleza y la magnitud del daño, como también explicar a detalle las causas financieras que fundamentan tu necesidad de ayuda.

Asegúrate que no te malentiendan.

Ten en cuenta que en caso de una mala comunicación con un asesor del IRS podría incluir información errónea que levante alertas innecesarias e involucrarte en procesos que no aplican a tu situación. 

No puedes escoger la calidad del servicio que ofrece una oficina del IRS. 

Debido a que la ayuda que te prestan es gratuita no podrás escoger un representante basándote en sus estudios y experiencia previa, por lo tanto, la efectividad de la petición recaerá en las habilidades del asesor de turno asignado y del empeño e interés que le logre despertar tu caso en el asesor asignado.
Situaciones cuando es mejor acudir a una firma de asesoría en impuestos que buscar ayuda en una oficina del IRS. 
Monroy Co & PA te recomienda buscar ayuda de un profesional o una firma contable especialista en representación ante el IRS para los siguientes casos:
  • Solicitar ayuda para intentar renegociar el monto de una deuda a través de una oferta en compromiso.
 
  • Diferir los plazos de pago, si consideras que tus ingresos y gastos no pueden absorber lo demandado por el IRS.
 
  • Solicitar ayuda para aplicar a una orden de asisitencia de impuestos (TAO) si consideras que estas sufriendo daño o que sufrirás daño por la forma en que el IRS está aplicando acciones sobre tus ingresos y patrimonio a través de:
 
  • Embargo a tu propiedad
  • Sobretasas
  • Intervención de tu salario
  • Impuestos atrasados
  • Pagos poco realistas
  • Intereses en impuestos

Escenarios de alto riesgo, evitar contactar al IRS directamente: 

Si has recibido una carta del IRS donde te notifican que tu contabilidad personal o corporativa será auditada, lo primero que debes hacer es no entrar en pánico y lo segundo es que te abstengas de contactar al IRS directamente como un intento rápido de aclarar tu panorama

2 razones para no contactar al IRS: 

Existen 2 razones de peso para que busques un aliado profesional en representaciones ante el IRS en vez de abordar la situación por cuenta propia:
  1. Evitar expandir el alcance de tu auditoria: Hablar provoca alivio, pero hablar a un agente del IRS sin conocer tus derechos y sus límites durante una auditoria puede ser contraproducente dado que si proporcionas información adicional a la que estrictamente es requerida, un intento de dar mayor claridad puede llevar a que sean auditados aspectos que no eran parte de la auditoria inicial.
 
  1. Evitar incriminarte a ti mismo: Al no ser un experto en contabilidad y finanzas la presión que ejerce un auditor del IRS para que contestes todas sus preguntas podría hacer que respondas cosas de las cuales no estás totalmente seguro, si el auditor toma tu palabra como un hecho podría suministrar un informe a la unidad de investigación criminal sin que tú lo sepas. Lo anterior implicará que recibirás más visitas y requerimientos de parte del IRS.
 

Evita ser estafado y contrata una firma profesional 

Muchas llamadas empresas de liquidación de impuestos anuncian poder eliminar completamente o reducir en más de un 80% lo que se debe al IRS sin siquiera tener una entrevista a profundidad con sus clientes, debes saber que el IRS es el cobrador más agresivo y astuto que existe en USA, por lo tanto, este tipo de promesas a priori carecen de fundamento y es muy probable que estés siendo objeto de una estafa.

Ten cuidado con aquellas firmas de impuestos que:

  • Dicen contar en su nómina con antiguos trabajadores del IRS y que quedaron con contacto directo para solucionar cualquier caso.
 
  • Sin darte una explicación contable, dicen que tu caso es un error del IRS y que se han puesto en contacto con ellos para dar solución.
 
  • Toda firma que te garantice que logrará una reducción sin siquiera haber analizado tu contabilidad y haber hablado contigo.

Muchas firmas de impuestos pautan información falsa para poder cobrarte honorarios altos. 

Aunque es una posibilidad que el IRS puede estar equivocado o que la controversia se deba tan solo a un error matemático o de digitación, esto solo se puede saber estudiando a profundidad el panorama contable y discutiéndolo con el cliente al respecto.En Monroy & Co.PA a través de nuestra metodología IBS (IRS Boutique Solutions), armamos casos realistas y propuestas de pago coherentes con la realidad financiera de nuestros clientes para que tengan altas probabilidades de ser aceptadas por el IRS. 

The IRS Boutique Solution (IBS) by Monroy & Co.PA 

El equipo de Monroy & Co.PA cuenta con profesionales expertos en contabilidad y leyes en impuestos para investigar y descartar toda razón contable o legal que pueda estar generando la controversia con el IRS, sin embargo, lo que más nos importa es el futuro y el bienestar de nuestros clientes, es por esta razón que:
  • Proyectamos el panorama económico corporativo, personal y familiar de nuestros clientes para poder estimar de forma acertada el impacto que tiene y que tendrá cualquier imposición que este ejecutando o que tenga planeado ejecutar el IRS.
 
  • Planteamos múltiples escenarios de solución, teniendo en cuenta las probabilidades de éxito de cada uno de estos, como también el impacto financiero en la calidad de vida de nuestros clientes.

Monroy & Co.PA: Una firma experta en impuestos y finanzas. 

Monroy & Co.PA es una firma contable con más de 10 años de presencia en la comunidad de Miami ayudando a empresas y a sus dueños a gestionar eficientemente sus recursos financieros al mismo tiempo que dan cumplimiento a los aspectos legales y contables que demanda la jurisdicción del estado y el gobierno federal.

Monroy & Co.PA sabe que el dinero no crece en los arboles

Sabemos que el gasto para apelar una controversia contra el IRS nunca está dentro del presupuesto, es por esto por lo que ponemos a disposición de nuestros clientes un equipo de profesionales expertos en finanzas y leyes en impuestos buscando dar solución rápida, efectiva y realista cuando se te presente una controversia con el IRS.Conoce por qué nuestros profesionales son los mejores para dar solución a tu caso. Da Click Aquí.

Welcome to Monroy & Co.PA 

Si deseas conocer más acerca de nuestros servicios, nuestro equipo de profesionales o metodología de trabajo llámanos al (305) 749-5555Si estas cerca y deseas contarnos más acerca de tu caso con el IRS o situación actual de impuestos te esperamos para que compartamos un cafecito. Estas son nuestras direcciones y ubicaciónTambién puedes escribirnos a través de nuestro formulario de contacto y te daremos respuesta en un tiempo menor a 48 horas
Metodología
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Historia
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Asesoría Financiera
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Valores
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Auditoria & Representación
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Impuestos & Contabilidad

Presentación Electrónica de Planilla de Impuestos Corporativos

Planillas para Empresas 1120, 1120S, 1065

Presentación de Forma 1041 de impuestos para fideicomisos

Apertura de Corporaciones

Apertura de Sociedades LLC

Estados Financieros

Administración Mensual y Servicios de Nómina

Instalación del Sistema de Contabilidad

Presentación electrónica de Planilla de Impuestos 1040

Forma de Enmienda 1040x

Oferta en Compromiso

Aplicación ITIN W7

Servicios de Notaria

Apertura de Fideicomiso Familiar

Poder de representación

Aplicación para 501 (c) (3)

Apertura de Organizaciones sin ánimo de lucro

Reunión de directivos

Acta de Juntas

Planilla 990 para fin de año

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Methodology
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Our History
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Values
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Tax & Accounting

E-file Business Income Tax Forms

Practical way of submitting tax returns over the Internet, using tax preparation software that has been pre-approved by the tax authority, IRS. We process e-file returns much faster than paper returns; the taxpayer can generally expect a faster tax refund.

Business Tax 1120, 1120S, 1065

Effective preparation of these documents used to report the income, losses and dividends of a Corporation, S Corporation or partnership.

Trust Tax 1041 Form Presentation

Certified preparation of income tax return for Estates and Trusts.

Business Forecast

Analysis and estimation of future financial patterns using your business data to improve its vision and management. This process involves a wide range of tools, including electronic spreadsheets, enterprise resource planning and accounting electronic data.

Open New Corporations & Florida Limited Liability Company

Complete corporation package with Black Book and assistance in the development and maintenance of the corporation. The difference between the corporation and the LLC is that the former is taxed at a corporate rate, while the taxes of latter one are based on the Adjusted Gross Income of the owners.

Financial Statement

Accurate report according to your business needs; it may include the balance sheet, income statement, statement of changes in net worth and statement of cash flow.

Monthly Administration & Payroll Services

Organized and precise system for your business payroll, providing you a financial record of employees’ salaries, wages, bonuses, net pay, and deductions.

Installation of Accounting System

Functional and structured computerized method with which we interpret and regulate your business financial procedures. Your financial records will be classified and summarized to provide you an accurate and timely presentation that can be used for your management decisions.

E-file Personal Income Tax Form 1040

Electronic process of Personal Income Tax report granting you a faster refund.

Amendment Return Form 1040X

Filing of amended tax returns to correct any of your information that may alter your tax calculations. The corrections may be done on your income, filing status, dependants, deductions, or tax credits.

Offer in Compromised

Preparation and submission of this document which allows you to negotiate a lower debt to the IRS, who considers or evaluates your, income, expenses, asset equity and ability to pay.

ITIN Application W7

Preparation and submission of this document which is for individuals who are not U.S. citizens or permanent residents, and requires this identification number for federal tax purposes.

Notary Services

Carry out all kind of legal process that requires the supervision and certification of a public notary.

Open New Family Trust

Creation and establishment of this legal act in which any relative by blood, affinity or law can transfer assets to other members, including future generations.

Power Of Attorney

Legally certified elaboration of this document for any matter, in which one person called the principal, confers authority to another individual to perform certain acts or functions on his or her behalf.

501 (c) (3) Application

Guidance and processing of the legal Form for Recognition of Exemption by the IRS, for the following types of organizations: religious, educational, charitable, scientific, literary, testing for public safety, foster national or international amateur sports competition, prevention of cruelty to children or animals. This tax law provides a granted exemption from the federal income tax to non-profit organizations, but does not cover other federal taxes such as employment taxes.

Open a non-profit organization

Skilled instruction and advice in the opening of this type of organization and continuous accompaniment in its legal and social development.

Board Meeting

Planning and development of periodic meetings, presided by one of the members of our team, to help you evaluate beneficially the requirements and deliberations discussed by your board of directors.

Board of Minutes

Detailed records of the board meetings of your organization structured, in the minute book, containing actions, procedures, and resolutions occurred and established in the formal reunions. These reports may be approved and used as evidence in legal matters.

End of Year Form 990

Professional preparation of the Return of Organization Exempt from Income Tax to report your annual financial information to the Internal Revenue Service, with no risk of abusing the tax-exempt status of your organization.

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Financial Advisory
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Audit & Legal
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Get Started
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Dial (305) 749- 5555  or write your questions, you will get an answer in less than 12 hours.

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Silver Membership Plan

This membership is designed for companies that are initiating their operation with a basic banking activity.

Your company will have the tranquility to know that your commercial transactions are being entered correctly and reconciled month to month.

With us, you will experience organization in your accounting tasks.

We will also help you to start the Tax Planning process in your company.

This membership plan is recommended for individuals who are self-employed, small businesses or businesses that are just starting to undertake commercial activities.

This membership includes:

  • 01-50 Transactions
  • 1 Bank Reconciliation
  • 1 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Silver

Gold Membership Plan

Besides our professional bookkeeping support you can discuss your financial results with one of our senior accountants and have a business valuation.

Also you will implement fiscal planning during the 4th quarter

This membership plan is designed for companies that are undergoing a growth in their businesses that require further professional assistance.

This membership includes:

  • 51-100 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Gold

Platinum Membership Plan

You will have the peace and reassurance to know that all your tributary and bookkeeping obligations are well taken care of.

Also you can count with great professional support managing your payroll and independent contractors.

This membership plan is designed for those companies that are undergoing a continuous growth and need feedback about how well they are performing financially.

With this membership, your company will count with a great endorsement in all your tributary obligations through our Smart Tax Cycle Coverage.

This membership includes:

  • 101-200 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 2 Employees Payroll
  • 2 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Platinum

Elite Membership Plan

This membership offers the same great endorsement in bookkeeping, headcount management and financial feedback as management as Platinum Plan.

Tributary obligations are planned with our Smart Tax Cycle Coverage.

Additionally we will also develop, follow and discuss financial performance indicators for your business so you can take action on time.

Additionally you get up to 4 hours of representation in audits, due to the fact that businesses are not exempt of being audited at any time by State, Federal or Local agencies.

This membership is recommended to solid companies that need to preserve themselves always financially efficient.

This membership includes:

  • 201-500 Transactions
  • 3+ Bank Reconciliation
  • 3+ Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 4+ Employees Payroll
  • 4+ 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Elite

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A tax methodology you can trust

 

Our Accuracy is Guaranteed

If you are audited by an error on our behalf, we will represent you before the IRS at no additional cost until the situation is clarified. Also if you get an IRS or state penalty because an error on our behalf we´ll pay for it and amend your return at no additional fees. To apply you must notify Monroy & Co.PA within the first 15 days from the date you received the notice.

Detailed and Comprehensive Review

Every tax return is reviewed by two of our accountants and is not sent without your consent to ensure it is consistent with your company’s accounting reality. This way we ensure that there are no errors and that all the deductions discussed are included.

The biggest Deduction or your money back

STC coverage plans find all alternatives to benefit your company related to taxes, ensuring they are aligned with your strategy. If through a different method you get a bigger refund or deduction, you´ll get back the fee you paid Monroy & Co. PA corresponding to tax services. To apply, we must analyze that all calculations of the new method are correct and consistent with the local, state and federal taxation law. Refunds apply to tax preparation paid in full and no older than 3 months from the date of payment.

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Silver Membership Plan

This membership is designed for companies that are initiating their operation with a basic banking activity.

Your company will have the tranquility to know that your commercial transactions are being entered correctly and reconciled month to month.

With us, you will experience organization in your accounting tasks.

We will also help you to start the Tax Planning process in your company.

This membership plan is recommended for individuals who are self-employed, small businesses or businesses that are just starting to undertake commercial activities.

This membership includes:

  • 01-50 Transactions
  • 1 Bank Reconciliation
  • 1 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Silver

Gold Membership Plan

Besides our professional bookkeeping support you can discuss your financial results with one of our senior accountants and have a business valuation.

Also you will implement fiscal planning during the 4th quarter

This membership plan is designed for companies that are undergoing a growth in their businesses that require further professional assistance.

This membership includes:

  • 51-100 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Gold

Platinum Membership Plan

You will have the peace and reassurance to know that all your tributary and bookkeeping obligations are well taken care of.

Also you can count with great professional support managing your payroll and independent contractors.

This membership plan is designed for those companies that are undergoing a continuous growth and need feedback about how well they are performing financially.

With this membership, your company will count with a great endorsement in all your tributary obligations through our Smart Tax Cycle Coverage.

This membership includes:

  • 101-200 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 2 Employees Payroll
  • 2 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Platinum

Elite Membership Plan

This membership offers the same great endorsement in bookkeeping, headcount management and financial feedback as management as Platinum Plan.

Tributary obligations are planned with our Smart Tax Cycle Coverage.

Additionally we will also develop, follow and discuss financial performance indicators for your business so you can take action on time.

Additionally you get up to 4 hours of representation in audits, due to the fact that businesses are not exempt of being audited at any time by State, Federal or Local agencies.

This membership is recommended to solid companies that need to preserve themselves always financially efficient.

This membership includes:

  • 201-500 Transactions
  • 3+ Bank Reconciliation
  • 3+ Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 4+ Employees Payroll
  • 4+ 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Elite

×

Silver Membership Plan

This membership is designed for companies that are initiating their operation with a basic banking activity.

Your company will have the tranquility to know that your commercial transactions are being entered correctly and reconciled month to month.

With us, you will experience organization in your accounting tasks.

We will also help you ta start the Tax Planning process in your company.

This membership plan is recommended for individuals who are self-employed, small businesses or businesses that are just starting to undertake commercial activities.

This membership includes:

  • 01-50 Transactions
  • 1 Bank Reconciliation
  • 1 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Silver

Gold Membership Plan

Besides our professional bookkeeping support you can discuss your financial results with one of our senior accountants and have a business valuation.

Also you will implement fiscal planning during the 4th quarter

This membership plan is designed for companies that are undergoing a growth in their businesses that require further professional assistance.

This membership includes:

  • 51-100 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Gold

Platinum Membership Plan

You will have the peace and reassurance to know that all your tributary and bookkeeping obligations are well taken care of.

Also you can count with great professional support managing your payroll and independent contractors.

This membership plan is designed for those companies that are undergoing a continuous growth and need feedback about how well they are performing financially.

With this membership, your company will count with a great endorsement in all your tributary obligations through our Smart Tax Cycle Coverage.

This membership includes:

  • 101-200 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 2 Employees Payroll
  • 2 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Platinum

Elite Membership Plan

This membership offers the same great endorsement in bookkeeping, headcount management and financial feedback as management as Platinum Plan.

Tributary obligations are planned with our Smart Tax Cycle Coverage.

Additionally we will also develop, follow and discuss financial performance indicators for your business so you can take action on time.

Additionally you get up to 4 hours of representation in audits, due to the fact that businesses are not exempt of being audited at any time by State, Federal or Local agencies.

This membership is recommended to solid companies that need to preserve themselves always financially efficient.

This membership includes:

  • 201-500 Transactions
  • 3+ Bank Reconciliation
  • 3+ Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 4+ Employees Payroll
  • 4+ 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Elite

×

Silver Membership Plan

This membership is designed for companies that are initiating their operation with a basic banking activity.

Your company will have the tranquility to know that your commercial transactions are being entered correctly and reconciled month to month.

With us, you will experience organization in your accounting tasks.

We will also help you ta start the Tax Planning process in your company.

This membership plan is recommended for individuals who are self-employed, small businesses or businesses that are just starting to undertake commercial activities.

This membership includes:

  • 01-50 Transactions
  • 1 Bank Reconciliation
  • 1 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Silver

Gold Membership Plan

Besides our professional bookkeeping support you can discuss your financial results with one of our senior accountants and have a business valuation.

Also you will implement fiscal planning during the 4th quarter

This membership plan is designed for companies that are undergoing a growth in their businesses that require further professional assistance.

This membership includes:

  • 51-100 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Gold

Platinum Membership Plan

You will have the peace and reassurance to know that all your tributary and bookkeeping obligations are well taken care of.

Also you can count with great professional support managing your payroll and independent contractors.

This membership plan is designed for those companies that are undergoing a continuous growth and need feedback about how well they are performing financially.

With this membership, your company will count with a great endorsement in all your tributary obligations through our Smart Tax Cycle Coverage.

This membership includes:

  • 101-200 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 2 Employees Payroll
  • 2 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Platinum

Elite Membership Plan

This membership offers the same great endorsement in bookkeeping, headcount management and financial feedback as management as Platinum Plan.

Tributary obligations are planned with our Smart Tax Cycle Coverage.

Additionally we will also develop, follow and discuss financial performance indicators for your business so you can take action on time.

Additionally you get up to 4 hours of representation in audits, due to the fact that businesses are not exempt of being audited at any time by State, Federal or Local agencies.

This membership is recommended to solid companies that need to preserve themselves always financially efficient.

This membership includes:

  • 201-500 Transactions
  • 3+ Bank Reconciliation
  • 3+ Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 4+ Employees Payroll
  • 4+ 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Elite

×

Silver Membership Plan

This membership is designed for companies that are initiating their operation with a basic banking activity.

Your company will have the tranquility to know that your commercial transactions are being entered correctly and reconciled month to month.

With us, you will experience organization in your accounting tasks.

We will also help you ta start the Tax Planning process in your company.

This membership plan is recommended for individuals who are self-employed, small businesses or businesses that are just starting to undertake commercial activities.

This membership includes:

  • 01-50 Transactions
  • 1 Bank Reconciliation
  • 1 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Silver

Gold Membership Plan

Besides our professional bookkeeping support you can discuss your financial results with one of our senior accountants and have a business valuation.

Also you will implement fiscal planning during the 4th quarter

This membership plan is designed for companies that are undergoing a growth in their businesses that require further professional assistance.

This membership includes:

  • 51-100 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 1 Annual Financial Statement

Icon - Gold

Platinum Membership Plan

You will have the peace and reassurance to know that all your tributary and bookkeeping obligations are well taken care of.

Also you can count with great professional support managing your payroll and independent contractors.

This membership plan is designed for those companies that are undergoing a continuous growth and need feedback about how well they are performing financially.

With this membership, your company will count with a great endorsement in all your tributary obligations through our Smart Tax Cycle Coverage.

This membership includes:

  • 101-200 Transactions
  • 2 Bank Reconciliation
  • 2 Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 2 Employees Payroll
  • 2 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Platinum

Elite Membership Plan

This membership offers the same great endorsement in bookkeeping, headcount management and financial feedback as management as Platinum Plan.

Tributary obligations are planned with our Smart Tax Cycle Coverage.

Additionally we will also develop, follow and discuss financial performance indicators for your business so you can take action on time.

Additionally you get up to 4 hours of representation in audits, due to the fact that businesses are not exempt of being audited at any time by State, Federal or Local agencies.

This membership is recommended to solid companies that need to preserve themselves always financially efficient.

This membership includes:

  • 201-500 Transactions
  • 3+ Bank Reconciliation
  • 3+ Credit Cards Reconciliation
  • 2 Semi-Annual Financial Statement
  • 4+ Employees Payroll
  • 4+ 1099 Independent Contractors
  • Balance / Profit & Loss Reports
  • EFTPS Deposits

Icon - Elite

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