Services
We offer a combination of professional services primarily as packages that will benefit your business the most.
Tax Strategy Assessment
The Tax Strategy Assessment identifies tax reduction strategies tailored to the business owner(s) and their individual situation(s) that can be implemented proactively to result in potential tax savings.
While a tax return is based on historical tax situations, the Tax Strategy Assessment looks at the current and future tax situations to determine what tax reduction strategies are available.
Price: $500.
Ideal Client: Business owner with annual net business income of $200,000 or more.
What to expect:
- We schedule a 20 minute initial call with you to make sure we can help you improve your current tax situation. If we can, we’ll proceed with the process.
- We invoice you for the assessment prior to beginning our work.
- We invite you to the client portal to upload tax documents and complete a questionnaire.
- We meet with you via online meeting for a 30 minute information gathering session.
- We analyze, research, and prepare a written report of tax strategies and the potential tax savings of those strategies unique to your situation.
- We meet with you via online meeting to explain the strategies we found, how much you potentially can save in taxes per strategy, how you can implement the strategy, and we email the Tax Strategy Assessment report to you to keep.
If you are interested in having us implement all or some of the tax strategies from the report for you, we also offer a Strategy Implementation Plan as a separate service.
Call us: 239-877-7042
Email us: jenny@wagnoncpa.com
Meet with us: Sign Up Here to Talk to Us!
Strategy Implementation Plan
We create a Strategy Implementation Plan to implement the strategies we’ve identified in the Tax Strategy Assessment. We meet with the business owner(s) on a monthly basis over 12 months to gauge progress of the strategy setup and monitor tax savings results.
Price: Varies based on plan.
Note: Must be a client who paid for a Tax Strategy Assessment. While we can certainly work with your financial advisors or other strategic partners, we only implement tax strategies that we identified for you in the Tax Strategy Assessment.
Call us: 239-877-7042
Email us: jenny@wagnoncpa.com
Meet with us: Sign Up Here to Talk to Us!
Complete Accounting Package
The Complete Accounting Package includes the following services in a combined monthly plan:
- monthly business bookkeeping
- payroll services (weekly, biweekly, bimonthly, monthly)
- monthly accounting close of the books (includes account reconciliations, balance sheet review, profit and loss statement review, monthly and annual adjusting journal entries, depreciation journal entries, tax adjustment entries)
- financial statement review and reports sent to the managers / owners
- annual business and individual tax return preparation and E-filing for the business and owner(s).
Price: Starts at $500 per month.
Ideal Client: Business owner(s) of a Sole Proprietorship, Single Member LLC, Multiple Member LLC, S Corporation, or Partnership.
What to expect: Contact us to schedule a 20 minute Introduction Zoom meeting to discuss your business accounting needs.
For the quote, we will ask you to grant us accountant access to your online books or we can look at your online books during our meeting.
Call us: 239-877-7042
Email us: jenny@wagnoncpa.com
Meet with us: Sign Up Here to Talk to Us!
Quickbooks Online
We provide bookkeeping services through Quickbooks Online. We ensure your business financials show the most current and accurate accounting of your business operations. It makes it easier for you to make business decisions when your books are up-to-date; accurate data is necessary to make decisions. Your business and personal tax returns will benefit from the accuracy of business revenues and deductible business expenses.
We are QuickBooks Online Advanced Certified ProAdvisors. However, if your business has a different or proprietary cloud-based accounting system, we are happy to use your system because we recognize that QuickBooks may not be the best option for all businesses.
We love to clean up existing Quickbook accounts. We double-check the setup, correct categorizing errors, and review the financial statements to ensure your business books are accurately reported. Then we do the monthly bookkeeping for you, and meet with you via Zoom to review your month’s financial status.
We also love implementing QuickBooks Online for clients currently using Excel, Google Sheets, or other methods of bookkeeping.
Price: Varies based on complexity.
Ideal Client: Business owner(s) of a Sole Proprietorship, Single Member LLC, Multiple Member LLC, S Corporation, or Partnership.
What to expect: Contact us to schedule a 20 minute Introduction Zoom meeting to discuss your business accounting needs.
For the quote, we will ask you to grant us accountant access to your online books or we can look at your online books during our meeting.
Call us: 239-877-7042
Email us: jenny@wagnoncpa.com
Meet with us: Sign Up Here to Talk to Us!
Payroll Services
Payroll is a specialized process highly regulated by the IRS in addition to local and state regulations.
With that in mind, we have partnered with Quickbooks Payroll and ADP to provide payroll services based on your choice. We can also review other payroll provider options that you may currently use or would like to use.
With the QuickBooks Online (QBO) bookkeeping services we offer, we will set up your Quickbooks or ADP payroll account to properly sync to QBO. We reconcile the payroll accounts to Quickbooks or ADP reports monthly to ensure your books are accurate.
We can also be your backup for processing payroll through Quickbooks or ADP for your business so that you and your employees will get paid on time even while you are out of the office for business travel, vacation, or sick time.
Price: Varies.
Ideal Client: Business owner(s) with employees.
What to expect: Contact us to schedule a 20 minute Introduction Zoom meeting to discuss your business payroll needs.
Call us: 239-877-7042
Email us: jenny@wagnoncpa.com
Meet with us: Sign Up Here to Talk to Us!
Other Financial Services
Other services offered at an additonal fee include:
- Budget: Preparing an annual Budget for the expected results of your business revenue growth and operational expenses for the year. This is typically based on prior year’s financial results, adjusted based on future changes in your business, and a percentage for future growth expected based on history.
- Forecast: Preparing a forecast quarterly based on changes to operational revenues and costs in the near future (within the year). This can help business owners view how current business changes may impact the year’s profit and loss results.
- Sales and Use Tax: Preparing and filing sales and use tax reports on a regular monthly or quarterly or annual basis depending on the city, county, and state sales and use tax regulations.
- Tangible Personal Property Tax: Preparing and filing annual tangible personal property tax reports based on taking an inventory of current personal property listed on the report, adding new property, retiring old property, and calculating the value of property to be taxed.
Price: Varies.
Ideal Client: Business owner(s) of all types.
What to expect: Contact us to schedule a 20 minute Introduction Zoom meeting to discuss your business accounting needs.
Call us: 239-877-7042
Email us: jenny@wagnoncpa.com
Meet with us: Sign Up Here to Talk to Us!