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This includes any business that deals with the public on a personal basis. Retail shops, insurance agents, caterers, landscapers and handymen.

Retail shops require a detailed accounting system to track inventory, sales and sales taxes accurately. There are also overhead costs (rent, utilities, advertising, management, et cetera) that must be captured. It is not unusual to have to file some type of tax return every 2 weeks in this industry.

Insurance Agents earn their income in a myriad of arrangements, draws, advances and commission. This can make cash flow and tax planning difficult. We can help.

Caterers, landscaping and handyman businesses are very customer driven and typically have a plethora of receipts. The main challenge here is capturing the expenses in a timely fashion and to track mileage. Some of our clients have simplified their accounting procedures with NeatReceipts: Mobile Scanner and Digital Filing System. It’s a mobile scanner that allows you to scan in receipts, business cards and documents so that you can organize the information and not worry about losing any receipts (or having them fade). The receipts transform into expense reports which can be exported into QuickBooks.

Keep good records, not only for tax reporting but for the success of your business.

Don’t underpay your taxes. Interest and penalties can be assessed if you owe more than $1,000 when you file your Federal or State returns. Estimated due dates are: April 15, June 15, September 15 and January 15 of the following year.

We can provide (depending on your needs):

  • Accounting and outsourced financial management
  • Audits
  • Bookkeeping
  • IRS problem resolution
  • Payroll
  • QuickBooks Accounting Support & Training
  • Reviews & Compilations
  • Staff Training
  • Tax Services
  • Sales & Use Taxes
  • Temporary Living Expenses

We have years of experience in working with Consumer & Retail Services. Put our expertise to work for you by contacting us today.

Consumer & Retail Services

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