Tax Preparation and Planning Services
Fullerton Business Service specializes in individual and small business tax preparation and planning. Our CPAs use their expertise to provide you with tax saving opportunities, working for you to keep more of your earnings. We are price-competitive, approachable local tax experts, and we pride ourselves on providing personalized service and straight talk to our clients.
Our tax preparation services cover:
- Individual income tax
- Corporate income tax – c corporations and s corporations
- Partnership and LLC tax
- Trust, Estate and Gift tax
Most returns are electronically filed at very affordable rates.
Our tax planning services include:
- Quarterly or annual income tax projections so there are no surprises
- Business and individual strategies to minimize taxes and utilize and maintain compliance with the tax code to our clients’ advantage.
- Retirement plan and compensation planning to minimize current taxes.
- Choice of business entity planning, including multiple entity strategies where appropriate.
- Representation services for audits before the IRS and state and local tax authorities.
Accounting and Bookkeeping Services
Fullerton Business Service offers a full-range of accounting and bookkeeping services customized to meet the needs of your small business:
- Bookkeeping services outsourced – if you do not need or want an in house bookkeeping function, Fullerton Business Service is able to do monthly or quarterly accounting at affordable rates. This can include accounts payable (bill paying) and accounts receivable (invoicing) functions if desired.
- QuickBooks accounting system set up
- QuickBooks training for small businesses.
- Cloud accounting and remote access accounting to review and “clean up” client in house bookkeeping.
- Preparation of financial statements – CPA Reviewed Financial Statements and CPA Compiled Financial Statements both suitable for third party use.
- Miscellaneous services, including sales tax filings and personal property tax filings.
Fullerton Business Service offers small businesses a solution to their payroll needs. Our secure, online collaboration system enables you to set up an online account with your company and employee information. Then, you simply enter your regular payroll data and print paychecks directly. We can electronically schedule your payroll tax payments, file your payroll forms and process your W-2s and W-3s without any additional data entry. Our system is easy to use and our pricing is competitive when compared to major service providers.