FINANCIAL SERVICES

SCOPE OF FINANCIAL SERVICES

As part of the Heroes Of Technology services team each of our professionals is committed to excellence in client service. We are driven by a set of core values to ensure a positive client experience.
  • Financial statement preparation: reviews and compilations

  • Income tax preparation and compliance

  • Income tax planning and consulting

  • Monthly, quarterly, and annual financial reporting statements

  • Implementation of new accounting software packages

  • Bill paying services

  • Business management

  • Payroll and sales taxes

  • Accounting assistance

  • Tax

  • Employee benefits consulting

  • General business consulting

  • Budgeting and forecasting

  • Business start-up consulting

  • Financial assessment reports

  • General ledger review

  • Bookkeeping

  • Account reconciliations

  • Fixed asset management

  • Accounts payable/receivable

  • Implementation of new accounting software packages

  • Month, quarterly and year-end closings

  • Payroll tax and sales tax return preparation

  • Cash flow management

  • 1040NR Tax

  • Return on Withholding

  • Representation IRS

  • W-7 Application Form 8288A/B

  • Apply for ITIN #

  • Personal Financial Statement

  • Bank Reconciliation

  • Financial planning

  • Estate and trust administration

  • Estate and gift tax planning

  • Personal income tax planning

  • Tax return preparation

  • Tax compliance and planning

  • Family Wealth Services

  • Tax services for US citizens abroad

  • Check Processing

  • Bookkeeping

  • Monthly Financial Compilation

  • Personal Taxes

  • Notary Public

  • Assistance in the selection of accounting methods, legal organization and financial reporting

  • Form of ownership and employee benefits tax planning

  • International tax planning

  • Sales and payroll tax return preparation

  • Income tax return planning and preparation

  • Corporate Tax

  • Business Taxes

  • After-fact-payroll

  • Sales Tax

  • 941 Deposits

  • Quarterly Tax Forms

  • OIC (Offer in Compromise)

  • Installment Agreements

  • IRS Letters

  • Back taxes

  • Audit

  • Succession planning

  • Estate & gift tax matters

  • Transfer/sales of business

  • Buy/sell agreements

JOIN OUR LIST OF SATISFIED CUSTOMERS

Let Heroes of Technology take you where you want to go.