AB CPA Tax & Advisory is a full accounting firm that offers a wide variety of services to business and as well as to individuals clients.
AB CPA Tax & Advisory has more than a decade of experience filing tax returns for individuals, small business and mid size corporations.
Beyond number crunching, we help small businesses and Individuals reduce their tax liability by 2 folds and stay compliant to protect their assets from IRS Investigation.
We offer Tax Planning and Tax Preparation (simple and complex), IRS Audit Representation, Small business Accounting (Bookkeeping, Payroll, and Consulting) Sales Tax, Franchise Tax, Business Formation, Accountable plan, Profit sharing plans and Retirement plans. We have the solution to your tax needs.
Monthly Bank /Credit Card Accounts Reconciliation
Accounts reconciliation will allow us to identify missing entrees, process Journal Entrees, make Adjusting Journal entrees in order for your accounts to be up to date. The end result of this process brings better cash control and cash management
Monthly, Quarterly and Annual Income Statement Preparation
Also call Profit and Loss statement helps Managers and Business owners to know if the business is profitable, assess performance and identify what cause profit or loss for a period. Managers can investigate expenses like marketing, salaries, overhead expenses and make managerial decision for the growth of the business.
Balance Sheet Preparation
A balance sheet gives you a snapshot of your business’ financial condition at a specific moment in time. Accounts on the balance sheet are permanent accounts.
Balance sheet and income statement are the basic financial statement that banks, vendors and investors will use to assess the value of your business, provide financing for your business or provide credit for the growth your business.
We will also provide key performance indicator like ratios or KPI to help you make better business decision.
General ledger clean up
No matter how disorganized are your books; we will take the stress out of your paper work mess. We will do accounts analysis, review the ledger, investigate discrepancies and provides corrections if necessary.
Our firm offers a full Accounting cycle including Accounting, Bookkeeping, Tax services, Tax Help, Tax Preparation, Tax Services, Tax Planning and Payroll services to Small Business and individuals in the greater Houston Texas area, In New York and Abroad.
Our Bookkeeping services includes depending of your subscription level coding your daily transactions and or reclassifying them to the appropriate general ledger account transactions’ recorded by your staff employee. Make sure all transactions are accurately reported in the accounting system, maintain your general ledger and ultimately prepare reliable and complete financial statements.
BOOKKEEPING SERVICES PACKAGES
Standard value
- Input all transactions for up to 2 bank accounts and 1 credit card account.
- Reconciles Up to 2 bank accounts and 1 credit card accounts.
- Make any adjusting Entries needed.
- Provide Balance sheet, Profit & Loss and any other reports needed on a monthly Basis.
- Yearned Analysis
Plus Value (most popular)
- Input all transactions for up to 3 bank accounts and 2 credit cards accounts.
- Reconciles Up to 3 bank accounts and 2 credits cards accounts.
- Make any adjusting Entries needed.
- Provide Balance sheet, Profit & Loss and any other reports needed on a monthly Basis.
- Add $50 for each additional bank or credit card account.
- Payroll Processing for up to 5 employees
- Yearned Analysis
Premium Value
- Value plus package
- Unlimited # bank/credit cards
- Payroll for up to 10 employees
- Weekly report
- Quarterly analysis
- Unlimited consultation
- Cash Flow Projection
* Pricing may vary depending on the complexity of the work and/or large volume of transactions
From payroll to sales tax to deductions, AB CPA Tax & Advisory can educate you about year-round planning, tax-season preparation and filing, liability and record-keeping. We can also assist you in deciding whether you want to plan your business according to a calendar or fiscal year, and find out what to do if you are audited.
Tax Advice, Preparation, and Planning includes :
- Tax Consulting & Planning
- Federal & State Tax Returns
- Payroll Tax Service
- Tax Audit Representation before IRS including representing a client at conferences, hearings, and meetings.
- Business Tax Return ( 1065, 1120 & 1120S )
- Individual Tax Return ( 1040 )
- Do you want to avoid double taxation? Which tax rate should you choose when making your tax planning and tax strategies? Ultimately thank about business continuity.
- Tax Strategies
- Year Round Consulting
Do you know you can easily Take Payroll and Payroll Tax Filing off your to Do list? Free yourself from payroll stress and focus on what you love the most: growing your business. The best part is that is affordable. Our professional staff will:
- Set up Employee time sheet for you
- Run payroll and file taxes on your behalf
- Free direct deposit
- Taxes paid and filed for you on the due date
- Penalty-free guarantee
- W-2s handled for you
Draft a business plan · manage debt · secure investors
Bank loans, debt, interest and assets are essential elements of your business’s financial structure. A CPA can help you develop a powerful business plan, and then bring that plan to life with the proper options. Your CPA’s financial expertise can help you determine how much debt your company can handle; the pros and cons of a loan vs. a line of credit; and how to seek financing from investors. AB CPA Tax & Advisory offers a full Accounting cycle including Accounting, Bookkeeping, Tax services, Tax Help, Tax Preparation, Tax Services, Tax Planning and Payroll services to Small Business and individuals in the greater Houston Texas area, In New York and Abroad.
The organizational structure of your business is an important consideration. It will have an impact on operating efficiency, personal liability, taxes and the way you report business income, and a CPA can help you choose the optimal structure for your business. Your CPA also can provide sound advice about insurance, commercial property, establishing a board of directors, disaster planning (to protect your data and assets) and succession plan development. In addition, a CPA can advise you on your plan, from job descriptions to strategic hiring to financial — and perhaps familial — considerations. CPAs with the Internal control assessment
Review Engagements
Obtain limited assurance as a basis for reporting whether the accountant is aware of any material modifications that should be made to the financial statements for them to be in accordance with the applicable financial reporting framework ( GAAP or IFRS), primarily through the performance of inquiry and analytical procedures.
Compilation Engagements
Apply accounting and financial reporting expertise to assist management in the presentation of financial statements and report in accordance with this standard without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements in order for them to be in accordance with the applicable financial reporting framework. Financials institutions and lenders usually required compilation from an independent CPA.
Preparation Engagements
Prepare financial statements pursuant to a specified financial reporting framework. Also know as Preparation engagement; No report will be issued for this engagement. Our role is to assist client to prepare their financial statement. This service is recommended when we perform your bookkeeping and accounting services. This is Primarily for your own use.
Our Business consulting services also includes Business Plan preparation, Cash flow statement preparation, budgeting, Training, Personal Financial statement, new business formation, internal control assessment, IRS audit Representation.
New Business Assistance
- Business Structure choice advice
- Business registration in any state
- Enterprise Identification Number application
- Sales Tax certificate application
- Legal publication
- Assistance with opening a business bank Account
- Assistance with getting all insurances for the business
- Business Plan Draft
Most of the small and midsize businesses in the United States of America use QuickBooks for their bookkeeping needs. AB CPA Tax & Advisory is QuickBooks online pro adviser and provides the following: Set up, Bookkeeping, training and unlimited assistance for you and your staff. The training can be done in our office, in your office or remotely. The choice is yours. Initial set up or transferring from another Accountant/System is easy. Just give us a call.
QuickBooks give you visibility of your financial situation, it helps prepare your Profit and loss of the year for you to see if the business is profitable or where decision have to be made in order to achieve targeted objectives. The balance sheet report also will help you assess the business Assets, the liability of the business and see some investment are needed or borrowing from banks or investors is the way to go and grow your business. So many customizable reports are available in QuickBooks.
QuickBooks comes with different packages; we will choose the best option for your business structures.
Please call us now for a free consultation.
Saves money – As a small business owner, I never thought we could afford the services of a CPA Firm. But their Accounting and Bookkeeping services solutions were reasonably priced and well worth the investment. We have peace of mind, our books are up to date and we actually save money with less stress and more time to grow our business. Thank you
Trusted advisory – The professionals staff at AB CPA Tax & Advisory are knowledgeable and experienced in Accounting and Tax industry. We trust them entirely for the quality and reliability of their work. We always trust them; we have never got any problem with the IRS. With ABCPA by our side, we have the confidence to continue growing our business.
Always there –The team at AB CPA Tax & Advisory manages our Accounting 24/7/365. They provide nonstop support so we can focus on more important business matters and grow the business. If you want a CPA Firm that will always be there for you, we highly recommend the experts at ABCPA. They Will well take care of everything so your business can grow efficiently
We are a well established Houston and Cypress CPA firm offering to small businesses as well as to individuals a full accounting cycle, bookkeeping , tax services , businesses advisory .We also assist our clients achieve their financial goals by providing tax saving strategies, better financial planning and smarter decision making advices.
Please feel free to contact us with any questions, comments or suggestions you may have – we’d love to hear from you. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions. The best thing you can do right now is to call.
4600 Highway 6 North Suite 230
Houston, Texas 77084
(713) 489-3484
(832) 365-7755
4600 Highway 6 North Suite 230
Houston, TX 77084
info@abcpatax.com
