If you’re looking for an accountant or enrolled agent that will focus on your individual or business needs, and always treat you like a client who matters, look no further. Gore Business Solutions offers a range of professional services to give you or your business the individual attention that you deserve.
I will thoroughly and conscientiously study your personal or business situation, and tailor my advice to your specific needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. I can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business. I can assist you with your set-up of QuickBooks software and/or review and make recommendations of your current set-up. I can provide specialized training, software installation and customization of your QuickBooks products.
I can offer full or partial accounting services. If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive accounting services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. Or it may be that your business has determined that you don’t need a full-time staff accountant. I can fill in and pick up where your previous accountant left off to keep your business operations running smoothly. Accounting services include complete or partial data entry, bank reconciliations, accounts receivables and payables, inventory accounting management. I charge on an hourly basis and can generally come to your place of business on an as-needed basis or meet your accounting needs remotely, depending on your set-up.
Business Consulting and Entity Selection
As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions. The business entity—LLP, LLC, sole proprietorship, partnership, corporation, Sub-S corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters and can serve as your independent trustee to ensure that the intent of your goals and values are respected and carried out for asset and wealth preservation.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business. I deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. I will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations. I can assist your business in setting up a budget and managing budgetary constraints.
IRS Audit and Collection Representation
Notices from the IRS can be intimidating, confusing, and sometimes just WRONG! I am an Enrolled Agent, Licensed to Practice before the IRS and can assist you with both audit and/or collection issues. An IRS audit can be a tedious, lengthy and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. If you owe the IRS, I can work with you in determining the best solution to minimizing IRS collection activity and getting your tax accounts up to date.
Non-Profit Accounting, Reporting and Tax Preparation
As a active participant in many non-profit organizations, I am conscientious of both Federal and State laws regulating the reporting of non-profit activities. I can assist with accounting, reporting and tax preparation for non-profit organizations and attend and/or make presentations to board members. I also offer a 20% discount from my service price for qualified 501(c)(3) organizations.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become. With my payroll service, I can offer direct deposit into two separate bank accounts and secure online access to paystubs. I ensure payroll tax deposits and payroll tax returns are done timely. Payroll services include W-2’s, 1099’s or other information returns at year-end.
- QuickBooks setup
- QuickBooks Payroll
- Complete data entry, including bank reconciliations;
- Manage operating and reserve funds;
- Monthly, quarterly or annual billing of invoices;
- Accounts receivables: collect and deposit of payments,
- Follow-up billing, including delinquent assessments – late charges and/or interest charges, if needed;
- Accounts payables: manage expenses and bill-paying with authorized authority;
- Monthly, quarterly and annual financial statements for board members or authorized officers and attendance at board meetings to explain financials, if needed;
- Budget planning centered around expected receipts and expenses;
- Payroll needs: Weekly, semi-monthly/monthly or quarterly payroll tax returns and/or prepare and file Form 1099’s, W-2’s or other information returns, such as foreign bank accounts;
- Bill-paying and insurance claims – general money management
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Advice, Counseling, Planning and Tax Return Preparation
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities. I can organize your records and prepare both individual or business tax returns.
QuickBooks Basic, Pro, Premier, Enterprise, Online
All Microsoft applications, including Word, Excel, Access, PowerPoint, Publisher