A Z Tax & Finance Consulting
Accounting and finance are very important to business management. Our experts will assist you in navigating a continuously changing tax environment
Specialized in Taxation, Finance, Accounting & Bookkeeping
About us
A Z Tax and Finance Consulting delivers a comprehensive suite of financial services including accounting and tax preparation aimed at helping businesses and individuals maximize their after-tax income. The firm offers expert business and financial guidance tailored to small and medium enterprises. Our expertise includes the management of bookkeeping and accounting functions, alongside payroll and tax-related issues. Our CPA services have broadened to include estate tax returns, personal tax planning, and financial advisory, ensuring detailed support for both individuals and businesses.
Our services
Taxation and Bookkeeping
Tax Services
- Tax Return: Individual tax, Sales tax, Income tax and other tax returns.
- Tax Planning and Consulting: Tax planning, optimization and consulting services.
- Tax Compliance and Reporting: Tax compliance, reporting and registration services.
Payroll
- We offer payroll services that are tailored to exempt, non-exempt, leased, or independent contractors.
- W-2s and 1099s
- Payroll reporting compliance (940s, 941s, and 944s)
- Payroll taxes as per IRS Standard
Bookkeeping
We use QuickBooks and Xero software for bookkeeping services.
- We use QuickBooks and Xero software for bookkeeping services.
- Company Set-up
- Bookkeeping and Catchup
- Bank reconciliation and Credit Card reconciliation
- General ledger review
Forensic and Investigative accounting
We offer basic-level forensic accounting and fraud analysis in financial statements. We are specialized in that field that uses investigative methods to identify fraud and financial crimes.
We are offering our services as follows:
- Asset Misappropriation in the Financial reports
- Trace and divide assets in divorce cases
- Fraudulent activities by employees and employers
- Corruption in accounting data
- Employee theft
- Insurance fraud
- securities fraud
- kickbacks
Tax Compliance
Preparation for Tax Season:
The accuracy of our accounting records, which are in accordance with GAAP standards, makes it easier to prepare tax returns and ensure compliance. Reducing the risk of audits and penalties.
Maximizing Deductions:
Precise and comprehensive bookkeeping enables businesses to effectively monitor their expenses, which can lead to a reduction in taxable income and an increase in potential refunds.
Finance
Financial management
- The financial health of small and medium-sized businesses is greatly impacted by financial management.
- Business Income and Expenses A business is made up of two important elements, income and expenses. Our accurate calculation of income and expenses and compliance with GAAP standards ensure that all transactions are appropriately accounted for and give a clear picture of the businesses financial.
- Avoid errors in Financial Records: We ensure that all transactions are recorded accurately and minimize errors, while also maintaining accurate financial books and reducing discrepancies or compliance issues.
- Business Budgeting: By analyzing historical data, we assist business owners in creating realistic budgets that guide them in allocating money correctly.
- Financial Analysis: Our periodic analysis of the financial records of the business ensures the business owners stay updated on necessary financial planning for the future.
- Merger and Acquisition: Corporate merger, acquisition and restructuring services.
- Corporate Restructuring: Corporate Restructuring, including debt restructuring, equity
- Financial Modeling: Financial modeling, including financial forecasting, planning and analysis.
- Risk Management: Risk management, including risk assessment, mitigation and monitoring.
Financial Services in Investment and Risk Management
We offer comprehensive financial services in investment and risk management, both internally and through our external partners, to serve the interests of our clients. Successful financial planning encompasses more than merely selecting appropriate investments. Our aim is to enhance your wealth; thus, your financial landscape—including investment strategies, taxation, insurance, retirement, and estate planning—must be integrated into a cohesive framework.
Investment Planning
Investment planning entails the process of determining your financial goals and systematically arranging your financial assets to realize those objectives. It is essential to evaluate your present financial circumstances alongside your future aspirations. Additionally, establishing a timeline and assessing your risk tolerance are crucial steps in determining the most suitable asset allocation for your needs
Mutual Funds
Mutual funds typically provide advantages for investors seeking diversification. They present opportunities for both growth and income, although associated risks are present. It is essential to select funds that align with one’s financial objectives and risk tolerance to optimize potential benefits.
Investment in Bonds
Bond investors, commonly referred to as bondholders, receive compensation for providing their capital in exchange for a commitment to repay the principal amount (the original investment) on a specified future date (the maturity date), along with regular coupon or interest payments.
Personal Insurance
Personal lines insurance refers to any kind of insurance that covers individuals against loss that results from death, injury, or loss of property. Insurance of human life values against the risks of death, injury, illness or against expenses incidental to the latter.
Industrial Insurance
Industrial insurance serves as a protective measure for businesses and their workforce against a range of risks and liabilities. It also provides coverage for employees who sustain work-related injuries that hinder their ability to work and generate income.
Retirement planning
Retirement planning involves determining the financial resources required for a comfortable retirement and systematically saving and investing to meet that objective. It also requires considering elements such as anticipated costs, present earnings, and prospective inflation in order to develop a comprehensive long-term savings plan.
Industries we are providing our services
Healthcare
- Dentists
- Orthodontists
- OBYGN
- Therapists
- Rehab Facilities
- Oral Surgeons
- Long-Term Care
- Dermatologists
- Chiropractors
- Hospice Facilities
- Internal Medicine
- Family Medicine
- Group Medical Practices
- Massage Therapists
- Acupuncturists
- Single Medical Practices
- Telehealth
- Telemedicine
- Neurosurgeons
- Cardiologist
- Wellness Providers
- Pharmacists
- Pharmacists
- OBYGN
- Therapists
- Rehab Facilities
- Oral Surgeons
Construction and real estate
- Contractors and Builders
- Landlords
- Leasing Agents
- Firms
- Commercial Builders
- Property Managers
- Real Estate Investors
- Property Flippers
- Agents and Brokers
- Building Owners
- Developers
- Leasing apartments Building owners
- Malls and shops owners
Oil and Gas
The fundamentals of oil and gas accounting concepts are a little challenging, but yes, based on the GAAP by FASB, and we are here to help you in the bookkeeping and tax preparation. The accountant would benefit from having knowledge of the oil and gas process flow to tackle problems. In the oil and gas sector, we are offering our services as follows:
- Oil and gas production companies
- Oil and gas direct and indirect vendors
- Branded and unbranded oil and gas
- Oil and gas transportation
- Gas stations
Restaurants, Retail and convenient stores
One of the fastest-growing business sectors in the United States is retail and convenience stores. Our services are designed to meet the needs of the retail industry without any hassles.
In the retail sector we are offering our services:
- Retail stores
- Convenience stores and gas stations
- Small Kiosk stores
Why Choose Us
Our Professionalism and Credibility
Credibility is bolstered by professionalism. Our services have always been designed to demonstrate our genuine concern for your business needs.
Trust
The trust of our relationship with our clients is enhanced by maintaining organized and precise financial data, which strengthens their trust.
Privacy
Your sensitive financial data is something we are responsible for. Your business’s privacy is of utmost importance to us.
Time Management:
We adhere to the IRS’s and GAAP’s requirements. We maximize our time and complete assignments on schedule without incurring fines.
Choose Your Package
Financial Services that Work for You
Start Up
Basic Package Service-
Bookkeeping
-
Company setup in QuickBooks or Xero
-
Accounting tools setup for one bank and one credit card
-
Maximum 50 transactions
-
Payroll up to 3 employees
-
Tax filing
-
Credit card reconciliation
Business
Pro Package Service-
Start Up package +
-
Maximum 125 transactions
-
Payroll up to 6 employees
-
Account Receivable and payables
-
Bank reconciliation Credit card reconciliation
-
Monthly report
-
Tax filing
Enterprise Business
services for entities-
Business package +
-
Maximum 300 transactions
-
Payroll up to 15 employees
-
Pre-tax and after-tax consultation
-
Etsy, eBay, amazon account setup and product uploading up to 10 products.
-
Etsy, eBay and amazon accounts synchronized with QuickBooks online.
VIP Package Service
services for both physical and online retailers-
Business package +
-
Account Receivable and payables
-
Payroll taxes
-
Tax filing
-
Bank reconciliation and Credit card reconciliation
-
Monthly financial reports
-
Monthly financial advisory
Work With:
- QuickBooks
- ADP
- XERO
Contact Now
Free expert advice
We offer expert advice tailored to businesses of all sizes, empowering them to achieve their goals with confidence. Whether you’re a small startup or an established enterprise, our dedicated team provides customized solutions to meet your unique needs. Take the first step toward success today