LivingstonCPA - Individual and Small Business Taxation - Small Business Accounting

Tax and Accounting Services

From year-end help for businesses to individual tax returns, LivingstonCPA provides professional and personal service .

Below are some of the services I provide. If you have any questions about a particular matter please contact me.

Tax Preparation for Individuals:

View our helpful Tax Checklist for Individuals

  • Federal income tax returns
  • Gift, trust and estate tax returns
  • State income tax returns in all fifty states
  • State intangible property tax returns

Tax Preparation for Businesses:

View our helpful Tax Checklist for Businesses

  • Tangible personal property tax returns
  • State intangible property tax returns
  • Quarterly and annual payroll tax returns
    (Federal 941s and 940)
  • Quarterly and annual unemployment compensation returns
  • Preparation of electronic sales tax returns and payments
  • Federal income tax returns for all business forms
    (corporation, sole proprietorship, partnership, etc.)

Accounting Services for Businesses:

View our helpful Needs Assessment for Businesses

  • For Xero and QuickBooks online users, you can grant me advisor access so I can handle recurring tasks such as bank reconciliations and financial statement preparation or review.
  • Preparation and payment of sales tax on a monthly or quarterly basis, depending on rules that apply to your business
  • Accounts Receivable management and collections – Samantha
    can review customer balances, send collection notices, and follow up by phone to obtain overdue payments
  • Monthly bank account reconciliation
  • Monthly financial statement preparation
  • Preparation of required quarterly and annual payroll reports
  • Want to incorporate? I'll do it for you. I can take care of the whole process for you for state incorporation and obtaining a federal employer identification number (EIN) and or S-corporation status
  • Preparation of required quarterly and annual payroll reports

Business Year-End Help

  • Catch-up of monthly bank reconciliations
  • Preparation of W-2s and 1099s for employees and vendors
  • End of year “cleanup” of books for tax time

Dealings with the IRS

I have extensive experience dealing with the IRS and handling the administrative “red tape tangle” that can occur in corresponding over a single issue. By having a signed power of attorney form on file with the IRS (on which you designate areas of access), I'm able to correspond directly on issues such as federal taxes, business employment tax, and individuals' tax refund delays. In addition, I have also had success with abatement and reduction of penalties imposed by the IRS on businesses for failure to file and/or pay tax due to unintentional mistakes.

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