Client Services

Our firm offers a wide range of services to our individual, business and nonprofit clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

 

(Click Service Title For Details)

 


Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, and nonprofit organizations.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Business Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting system setup for new businesses
  • Business tax return preparation, including sales taxes, payroll taxes, income tax, property tax and information returns

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Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide for-profit businesses with the following services:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use - with or without footnotes

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Nonprofit Tax and Accounting

Nonprofit Audits, Reviews and Compilations

Our firm provides nonprofit organizations with comprehensive accounting services which includes financial statement audits, reviews and compilations.  We also offer agreed-upon procedure engagements which may meet the needs of nonprofit organizations at a lower cost.

We specialize in Churches and other religious organizations, but serve all types of 501(c)(3) organizations.

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Non Profit Tax

Our firm specializes in all phases of nonprofit taxation including the preparation of Form 990 and Form 990EZ as well as the Form 1023 Application for Tax Exempt Status.  We represent nonprofit clients in audits or other tax issues.

We are happy to assist you in applying for other tax exemptions at the state level, including property tax and transaction privilege tax exemptions.

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Student Tuition Organization (STO) Audits and Reviews

We are experienced in Audits and Reviews of Student Tuition Organizations as required by the State of Arizona.  Monica has served on a volunteer committee with the State of Arizona to draft the compliance supplement. 

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Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Other Services

QuickBooks Pro Advisor ®

Monica J. Stern, CPA is a QuickBooks Pro Advisor ®. Our employees are all proficient in QuickBooks®.  We can assist you with virtually any aspect of using QuickBooks® including setup, training, payroll and other ongoing tasks.

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Notary Public

We provide free notary services for our clients.

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