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.

  • Accounts payable/receivable.

  • Month, quarterly and year-end closings.

  • Payroll tax and sales tax return preparation.

  • Cash flow management.

  • Implementation of new accounting software packages.

  • 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 U.S. 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.

  • Business Taxes

  • After-fact-payroll

  • Sales Tax

  • 941 Deposits

  • Quarterly Tax Forms

  • Corporate Tax

  • OIC(Offer in Compromise)

  • Installment Agreements

  • IRS Letters

  • Back taxes

  • Audit

  • Succession planning.

  • Estate & gift tax matters.

  • Transfer/sales of business.

  • Buy/sell agreements.Buy/sell agreements.

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